AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
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 | $0.0 |
Retail SMA AUM | $0.0 |
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
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
ALTRUIST FINANCIAL LLC | $0.0 | broker-dealer | 299274 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $0.0 | $0.0 | 0% | 444 | 0 | 0% |
2025-04-21 | $0.0 | $0.0 | 0% | 444 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 281 | 163 | 58% |
2023-04-04 | $0.0 | $0.0 | 0% | 111 | 333 | 300% |
2022-04-01 | $0.0 | $0.0 | -100% | 92 | 352 | 383% |
2021-04-05 | $0.0 | $0.0 | -100% | 92 | 352 | 383% |
2020-04-01 | $0.0 | $0.0 | 0% | 6 | 438 | 7300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, AK-02/04/2020, AL-02/04/2020, AR-02/04/2020, AZ-02/04/2020, CA-02/04/2020, CO-02/04/2020, CT-02/04/2020, DC-02/04/2020, DE-02/04/2020, FL-02/04/2020, GA-02/04/2020, HI-02/04/2020, IA-02/04/2020, ID-02/04/2020, IL-02/06/2020, IN-02/04/2020, KS-02/04/2020, KY-02/04/2020, LA-02/04/2020, MA-02/04/2020, MD-02/04/2020, ME-02/04/2020, MI-02/04/2020, MN-02/04/2020, MO-02/04/2020, MS-02/04/2020, MT-02/04/2020, NC-02/04/2020, ND-02/04/2020, NE-02/04/2020, NH-02/04/2020, NJ-02/28/2020, NM-02/04/2020, NV-02/04/2020, NY-02/04/2020, OH-02/04/2020, OK-02/04/2020, OR-02/04/2020, PA-02/04/2020, PR-02/04/2020, RI-02/04/2020, SC-02/04/2020, SD-02/04/2020, TN-02/04/2020, TX-02/04/2020, UT-02/04/2020, VA-02/04/2020, VI-02/04/2020, VT-02/04/2020, WA-02/04/2020, WI-02/04/2020, WV-02/04/2020, WY-02/04/2020 |
ADVISER ACTIVITIES |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV