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
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.0 | $0.0 | 0% | 130 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 130 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 130 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, AK-03/29/2024, AL-03/29/2024, AR-03/29/2024, AZ-03/29/2024, CA-03/29/2024, CO-03/29/2024, CT-03/29/2024, DC-03/29/2024, DE-03/29/2024, FL-03/29/2024, GA-03/29/2024, HI-03/29/2024, IA-03/29/2024, ID-03/29/2024, IL-03/29/2024, IN-03/29/2024, KS-03/29/2024, KY-03/29/2024, LA-03/29/2024, MA-03/29/2024, MD-03/29/2024, ME-03/29/2024, MI-03/29/2024, MN-03/29/2024, MO-03/29/2024, MS-03/29/2024, MT-03/29/2024, NC-03/29/2024, ND-03/29/2024, NE-03/29/2024, NH-03/29/2024, NJ-03/29/2024, NM-03/29/2024, NV-03/29/2024, NY-03/29/2024, OH-03/29/2024, OK-03/29/2024, OR-03/29/2024, PA-03/29/2024, RI-03/29/2024, SC-03/29/2024, SD-03/29/2024, TN-03/29/2024, TX-03/29/2024, UT-03/29/2024, VA-03/29/2024, VI-03/29/2024, VT-03/29/2024, WA-03/29/2024, WI-03/29/2024, WV-03/29/2024, WY-03/29/2024 |
| ADVISER ACTIVITIES |
|
MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV