AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 161 | $0.0 |
| Average Individual AUM | $78,088 | |
| HNW | 55 | $0.1 |
| Average HNW AUM | $1,674,416 | |
| Retail Total | 216 | $0.1 |
| Average Retail AUM | $484,561 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY BOGOSIAN | LAKE WORTH | FL | S63|1993-04-01|S65|2004-02-20 | ||||||
| GEORGE ROHLOFF | LAKE WORTH | FL | S63|1991-11-29|S66|2007-10-26 | ||||||
| NICKY DE YOUNG | LAKE WORTH | FL | S66|2005-10-26 | ||||||
| JOHN MCHUGH | LAKE WORTH | FL | S63|1983-08-02 | ||||||
| WILLIAM CORLEY | LAKE WORTH | FL | S63|1986-02-03|S65|2008-01-28 | ||||||
| JACQUELINE PARDEW | LAKE WORTH | FL | S63|1998-05-28|S65|1993-06-18 | ||||||
| NED PASCUCCI | LAKE WORTH | FL | S63|1995-08-22|S66|2007-09-27 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| AR-08/29/2012, CA-05/18/2012, FL-08/29/2012, MA-11/10/2020, NJ-07/25/2019, PA-07/24/2012, RI-07/06/2020, TN-08/22/2024, TX-06/25/2012 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV