AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 11 | $0.0 |
| Average Individual AUM | $188,750 | |
| HNW | 3 | $0.1 |
| Average HNW AUM | $18,237,359 | |
| Retail Total | 14 | $0.1 |
| Average Retail AUM | $4,056,309 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $0.0 |
| CHARLES SCHWAB & CO., INC. ADVISOR SERVICES | SAN FRANCISCO-CA-USA | $0.0 |
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 | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 42% | $0.0 |
| Equity Non-Exch | 2% | $0.0 |
| Govt Agency | 8% | $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 | 25% | $0.0 |
| Other Pools | 4% | $0.0 |
| Cash | 19% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HYLTON PHILLIPS-PAGE | SUMMIT | NJ | S63|1984-05-25 | CHARTERED FINANCIAL ANALYST | |||||
| A LIPPER | SUMMIT | NJ | S63|1996-01-11|S65|1996-01-11 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 11% | 3 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 15% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | -6% | 3 | 0 | 0% |
| 2021-04-05 | $0.1 | $0.0 | 17% | 3 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 29% | 3 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.0 | 40% | 3 | 0 | 0% |
| 2018-04-02 | $0.0 | $0.1 | 257% | 3 | 0 | 0% |
| 2017-04-01 | $0.2 | -$0.1 | -36% | 3 | 0 | 0% |
| 2016-04-01 | $0.2 | -$0.1 | -31% | 3 | 0 | 0% |
| 2015-04-01 | $3.0 | -$2.9 | -95% | 3 | 0 | 0% |
| 2014-04-01 | $3.2 | -$3.0 | -95% | 4 | -1 | -25% |
| 2013-04-01 | $2.6 | -$2.4 | -94% | 2 | 1 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| DE-03/27/2017, FL-09/21/2012, NJ-02/26/1973 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV