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 | 35 | $0.0 |
Average Individual AUM | $532,857 | |
HNW | 7 | $0.0 |
Average HNW AUM | $3,014,286 | |
Retail Total | 42 | $0.0 |
Average Retail AUM | $946,429 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
TD AMERITRADE, INC. | IRVING-TX-USA | $0.0 |
WILMINGTON TRUST | WILMINGTON-DE-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 | $0.0 |
Institutional SMA AUM | $0.1 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 66% | $0.1 |
Equity Non-Exch | 1% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 1% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 17% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 1% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 7% | $0.0 |
Cash | 7% | $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
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
BISHOP CAPITAL ADVISERS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No control persons found |
ADVDB.CO • SOURCE: SEC
1 active representative found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
HENRY KWIECINSKI | PHILADELPHIA | PA | S63|2012-05-01|S66|2000-04-13|S65|2021-05-27 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
2024-04-02 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
2023-04-04 | $0.1 | $0.0 | -6% | 3 | 0 | 0% |
2022-04-01 | $0.1 | $0.0 | -2% | 3 | 0 | 0% |
2021-04-05 | $0.1 | $0.0 | 7% | 4 | -1 | -25% |
2020-04-01 | $0.1 | $0.0 | -28% | 4 | -1 | -25% |
2019-04-01 | $0.1 | $0.0 | 13% | 3 | 0 | 0% |
2018-04-02 | $0.1 | $0.0 | 11% | 4 | -1 | -25% |
2017-04-01 | $0.1 | $0.0 | 14% | 4 | -1 | -25% |
2016-04-01 | $0.1 | $0.0 | 14% | 4 | -1 | -25% |
2015-04-01 | $0.1 | $0.0 | 9% | 3 | 0 | 0% |
2014-04-01 | $0.1 | $0.0 | 12% | 3 | 0 | 0% |
2013-04-01 | $0.1 | $0.0 | 14% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, NJ-03/31/2023, PA-03/31/2023 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV