AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 9 | $0.0 |
| Average Individual AUM | $392,985 | |
| HNW | 22 | $0.1 |
| Average HNW AUM | $5,715,104 | |
| Retail Total | 31 | $0.1 |
| Average Retail AUM | $4,169,973 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-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 | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 29% | $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 | 70% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 1% | $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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEREMY OFFICE | DELRAY BEACH | FL | S66|2002-08-03 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| EVAN BROOKS | DELRAY BEACH | FL | S63|2021-03-26|S65|2021-07-24 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $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 | 5% | 4 | -1 | -25% |
| 2023-04-04 | $0.1 | $0.0 | 12% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | -24% | 3 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.0 | -25% | 2 | 1 | 50% |
| 2020-04-01 | $0.1 | $0.0 | -10% | 2 | 1 | 50% |
| 2019-04-01 | $0.1 | $0.0 | 1% | 4 | -1 | -25% |
| 2018-04-02 | $0.2 | $0.0 | -21% | 4 | -1 | -25% |
| 2017-04-01 | $0.2 | $0.0 | -23% | 4 | -1 | -25% |
| 2016-04-01 | $0.1 | $0.0 | 11% | 5 | -2 | -40% |
| 2015-04-01 | $0.1 | $0.0 | -5% | 6 | -3 | -50% |
| 2014-04-01 | $0.1 | $0.0 | 0% | 5 | -2 | -40% |
| 2013-04-01 | $0.1 | $0.0 | 0% | 5 | -2 | -40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, FL-06/07/2011, OH-08/29/2018, TX-06/07/2011 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV