AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 17 | $0.0 |
| Average Individual AUM | $176,796 | |
| HNW | 21 | $0.0 |
| Average HNW AUM | $891,353 | |
| Retail Total | 38 | $0.0 |
| Average Retail AUM | $571,683 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| 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
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIFFANY NGCHIUHINGNING | ATLANTA | GA | S65|2023-08-29 | ||||||
| SAMUEL DEKINDER | ATLANTA | GA | S65|1996-05-09|S66|1999-08-12 | ||||||
| GREGORY BRENNAN | ATLANTA | GA | S63|2000-05-25|S66|2006-05-23 | ||||||
| DAVID WHALEY | ATLANTA | GA | S66|2019-05-29 | ||||||
| KEVIN ELLIS | ATLANTA | GA | S65|2014-08-18 | ||||||
| EDWARD CWALINA | ATLANTA | GA | S63|1985-02-21|S65|1999-12-31 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 23% | 5 | 4 | 80% |
| 2019-04-01 | $0.1 | $0.0 | -3% | 7 | 2 | 29% |
| 2018-04-02 | $0.1 | $0.0 | -28% | 7 | 2 | 29% |
| 2017-04-01 | $0.0 | $0.1 | 139% | 6 | 3 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| GA-07/02/2020, IN-09/04/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV