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 |
|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS, LLC | $21.0 | 312284 | |
| THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | $1.2 | 169727 | |
| INSGROUP, LLC | $0.0 | - | |
| BALDWIN KRYSTYN SHERMAN PARTNERS (BKS-PARTNERS) | $0.0 | - | |
| BRP SECURITIES, LLC | $0.0 | broker-dealer | 312876 |
| MONTOYA FINANCIAL STRATEGIES | $0.0 | - | |
| BURNHAM BENEFITS INSURANCE SERVICES, LLC | $0.0 | - | |
| ARMFIELD HARRISON & THOMAS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| JEWELL, KENNETH, FRANCIS | MANAGING PARTNER |
| BALDWIN, LOPER, LOWRY | OWNER |
| HALE, BRADFORD, LENZIE | CHIEF FINANCIAL OFFICER |
| ESTRADA, LISA, KIM | CHIEF COMPLIANCE OFFICER |
| BALDWIN, TREVOR, LOWRY | CEO/PRESIDENT |
ADVDB.CO • SOURCE: SEC
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM VANPELT | TAMPA | FL | S63|1988-05-09 | CHARTERED FINANCIAL CONSULTANT | |||||
| GARY WILKINS | TAMPA | FL | S63|1993-04-22|S65|2022-02-26 | ||||||
| MICHAEL ASSAF | TAMPA | FL | S65|2008-07-08 | ||||||
| DONALD ROBERTS | TAMPA | FL | S63|2010-03-25|S65|2016-11-07 | ||||||
| KENNETH JEWELL | TAMPA | FL | S65|2007-09-15 | ||||||
| PATRICK VAN PELT | TAMPA | FL | S65|2021-12-06 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, AL-10/10/2019, CA-08/09/2022, FL-06/28/2019, LA-10/10/2019, NY-10/02/2023, OH-10/02/2023, TX-05/07/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV