FINANCEHQ LLC
Latest filing: Feb 19, 2025 (257 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
2
-33% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CORAL GABLES, FL
1172 S. DIXIE HWY #570, CORAL GABLES, FL, UNITED STATES, 33146
Client AUM
| 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 | 10,743 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 1,865 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 12,608 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| 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
Control Persons
11 active
| Name | Title |
|---|---|
| CAMPBELL, KIERAN, ANDREW | PRESIDENT, MANAGER |
| SANTORO, PHILIP, JOSEPH | CHIEF EXECUTIVE OFFICER, MANAGER, STOCKHOLDER, MANAGER |
| KOLODNY, DAVID, ADAM | PRESIDENT, MANAGER, MANAGER, STOCKHOLDER |
| COX, AMANDA, CALLICOTTE | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER |
| CHOI, ALEXANDER, NMN | CHIEF EXECUTIVE OFFICER, MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.0 | $0.0 | 0% | 2 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 3 | -1 | -33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, AK-01/31/2025, AL-02/22/2024, AR-02/22/2024, AZ-02/22/2024, CA-03/23/2023, CO-02/22/2024, CT-02/22/2024, DE-02/22/2024, FL-02/22/2024, GA-02/22/2024, HI-02/22/2024, IA-02/22/2024, ID-02/22/2024, IL-02/22/2024, IN-02/22/2024, KS-02/22/2024, KY-02/22/2024, LA-02/22/2024, MA-02/22/2024, MD-02/22/2024, ME-02/22/2024, MI-02/22/2024, MN-02/22/2024, MO-02/22/2024, MS-01/31/2025, MT-01/31/2025, NC-02/22/2024, ND-01/31/2025, NE-02/22/2024, NH-02/22/2024, NJ-02/22/2024, NM-02/22/2024, NV-02/22/2024, NY-02/22/2024, OH-02/22/2024, OK-02/22/2024, OR-02/22/2024, PA-02/22/2024, RI-02/22/2024, SC-02/22/2024, SD-01/31/2025, TN-02/22/2024, TX-02/22/2024, UT-02/22/2024, VA-02/22/2024, WA-02/22/2024, WI-02/22/2024, WY-02/22/2024 |
| ADVISER ACTIVITIES |
|
MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV