AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.4 |
Non-Discretionary | $0.0 |
Total | $1.4 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.4 |
Institutional | $0.0 |
Total | $1.4 |
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 |
---|---|---|---|
MICHAEL D. BILLS | $0.0 | - |
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 % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $1.4 | $0.0 | 0% | 4 | 0 | 0% |
2025-04-21 | $1.4 | $0.0 | 0% | 4 | 0 | 0% |
2024-04-02 | $1.5 | -$0.1 | -8% | 7 | -3 | -43% |
2023-04-04 | $1.7 | -$0.3 | -16% | 7 | -3 | -43% |
2022-04-01 | $2.5 | -$1.1 | -44% | 6 | -2 | -33% |
2021-04-05 | $2.9 | -$1.5 | -52% | 8 | -4 | -50% |
2020-04-01 | $1.8 | -$0.4 | -22% | 8 | -4 | -50% |
2019-04-01 | $1.7 | -$0.3 | -18% | 8 | -4 | -50% |
2018-04-02 | $1.6 | -$0.2 | -15% | 8 | -4 | -50% |
2017-04-01 | $1.4 | $0.0 | 3% | 8 | -4 | -50% |
2016-04-01 | $1.5 | -$0.1 | -8% | 8 | -4 | -50% |
2015-04-01 | $1.5 | -$0.1 | -7% | 8 | -4 | -50% |
2014-04-01 | $1.3 | $0.1 | 5% | 8 | -4 | -50% |
2013-04-01 | $1.3 | $0.1 | 5% | 7 | -3 | -43% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
VA, VA-02/09/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV