AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $6.7 |
| Non-Discretionary | $1.3 |
| Total | $8.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $8.0 |
| Total | $8.0 |
| 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 |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $8.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $8.0 |
| 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 | 100% | $8.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $8.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | $143.4 | 172011 | |
| TAYLOR ADVISORS, INC. | $16.0 | 119300 | |
| TCG ADVISORY SERVICES, LLC | $9.0 | 307956 | |
| HUB INVESTMENT ADVISORS, INC | $2.1 | 164600 | |
| MILLENNIUM ADVISORY SERVICES, INC. | $0.7 | 116057 | |
| HUB INTERNATIONAL LIMITED | $0.0 | - | |
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | $0.0 | broker-dealer | 150252 |
| TWD SECURITIES, LLC | $0.0 | broker-dealer | 143380 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID WITZ | SAN RAFAEL | CA | S63|1983-06-17|S65|1997-02-14 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $8.0 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $8.0 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $5.3 | $2.7 | 52% | 13 | -1 | -8% |
| 2023-04-04 | $6.2 | $1.8 | 30% | 13 | -1 | -8% |
| 2022-04-01 | $4.0 | $4.0 | 101% | 13 | -1 | -8% |
| 2021-04-05 | $13.7 | -$5.7 | -42% | 13 | -1 | -8% |
| 2020-04-01 | $14.4 | -$6.4 | -45% | 12 | 0 | 0% |
| 2019-04-01 | $12.6 | -$4.6 | -37% | 12 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, CA-07/05/2018, GA-03/26/2020, IN-10/01/2018, MI-03/27/2024, NC-09/28/2018, OH-03/27/2024, PA-09/10/2021, SC-03/14/2019, TN-10/01/2018 |
| ADVISER ACTIVITIES |
|
PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV