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 |
|---|---|---|
| COMERICA BANK | DALLAS-TX-USA | $1.8 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $1.3 |
| T. ROWE PRICE INVESTMENT SERVICES, INC. | BALTIMORE-MD-USA | $0.9 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.8 |
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 control persons found |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SENOSKI | WALTHAM | MA | |||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.0 | $0.0 | 0% | 1 | 0 | 0% |
| 2024-04-02 | $6.5 | -$6.5 | -99% | 44 | -43 | -98% |
| 2023-04-04 | $6.4 | -$6.4 | -99% | 40 | -39 | -98% |
| 2022-04-01 | $6.8 | -$6.7 | -100% | 49 | -48 | -98% |
| 2021-04-05 | $6.0 | -$6.0 | -99% | 41 | -40 | -98% |
| 2020-04-01 | $5.5 | -$5.4 | -99% | 42 | -41 | -98% |
| 2019-04-01 | $5.1 | -$5.1 | -99% | 35 | -34 | -97% |
| 2018-04-02 | $4.4 | -$4.3 | -99% | 30 | -29 | -97% |
| 2017-04-01 | $4.9 | -$4.9 | -99% | 25 | -24 | -96% |
| 2016-04-01 | $4.6 | -$4.6 | -99% | 23 | -22 | -96% |
| 2015-04-01 | $4.2 | -$4.2 | -99% | 26 | -25 | -96% |
| 2014-04-01 | $4.2 | -$4.2 | -99% | 26 | -25 | -96% |
| 2013-04-01 | $3.6 | -$3.5 | -99% | 25 | -24 | -96% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CO-09/29/2023, MA-08/22/2003, NY-09/29/2023, TX-09/27/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV