AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.1 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 9 | $0.0 |
| Average Individual AUM | $103,032 | |
| HNW | 36 | $0.2 |
| Average HNW AUM | $5,115,698 | |
| Retail Total | 45 | $0.2 |
| Average Retail AUM | $4,113,165 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.1 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 43% | $0.1 |
| 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 | 53% | $0.1 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TECHFELLOWS MANAGEMENT, LLC | $0.0 | 166099 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PETER JOERS | SEATTLE | WA | S63|1991-09-27|S65|2021-05-01 | ||||||
| JOSHUA BLANCHFIELD | SEATTLE | WA | S65|2021-04-29 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 3% | 3 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.0 | 20% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | 16% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA-05/07/2021, CO-05/07/2021, CT-04/07/2022, NH-09/03/2021, NY-09/03/2021, TX-01/19/2023, WA-05/07/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV