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 | 326 | $0.1 |
Average Individual AUM | $167,132 | |
HNW | 17 | $0.0 |
Average HNW AUM | $1,706,765 | |
Retail Total | 343 | $0.1 |
Average Retail AUM | $243,440 |
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 | $0.1 |
Retail SMA AUM | $0.1 |
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
6 active representatives found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
WILLIAM HEDGPETH | TAMPA | FL | S66|2021-08-06 | ||||||
JEFF DOAN | TAMPA | FL | S63|2011-05-09|S65|2011-07-08 | CERTIFIED FINANCIAL PLANNER | |||||
MICHAEL MANNA | TAMPA | FL | S66|2021-06-24 | ||||||
WILLIAM HENNUM | TAMPA | FL | S63|2013-07-29|S65|2021-05-18 | ||||||
WILLIAM HALLMANN | TAMPA | FL | S66|2008-02-29 | ||||||
EVAN CHIARENZELLI | TAMPA | FL | S63|2011-06-20|S65|2011-07-01 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
AZ-10/03/2024, CA-10/03/2024, CO-10/03/2024, CT-10/03/2024, FL-10/03/2024, GA-10/03/2024, KY-10/03/2024, MD-10/03/2024, MI-10/03/2024, TX-10/03/2024, VA-10/03/2024, WV-10/03/2024 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
OTHER ACTIVITIES |
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV