LANSDOWNE WEALTH MANAGEMENT, LLC
Latest filing: Jul 31, 2024 (91 days ago)
AUM
$180,513,773
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
5
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
MYSTIC, CT
34 WATER STREET, MYSTIC, CT, UNITED STATES, 06355
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 235 | $0.0 |
| Average Individual AUM | $115,222 | |
| HNW | 120 | $0.2 |
| Average HNW AUM | $1,278,639 | |
| Retail Total | 355 | $0.2 |
| Average Retail AUM | $508,490 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| 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
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN DUNHILL | MYSTIC | CT | S66|2003-10-21 | ||||||
| KAMALJIT SOMAL | MYSTIC | CT | S65|2021-08-25 | ||||||
| ISA KETTMANN | MYSTIC | CT | S65|2019-06-03 | ||||||
| JOSHUA MADDEN | MYSTIC | CT | S65|2021-11-17 | ||||||
| ROBERT HENDERSON | MYSTIC | CT | S63|2006-03-31|S66|2007-01-26 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT-10/29/2010, TX-03/10/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV