AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 56 | $0.0 |
| Average Individual AUM | $601,503 | |
| HNW | 65 | $0.3 |
| Average HNW AUM | $5,234,853 | |
| Retail Total | 121 | $0.4 |
| Average Retail AUM | $3,090,493 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 74% | $0.3 |
| 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 | 25% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT ODEN | POMPANO BEACH | FL | S63|2003-05-12 | ||||||
| JACOB IVEY | POMPANO BEACH | FL | S66|2014-10-25 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.0 | 4% | 5 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | 14% | 5 | 0 | 0% |
| 2022-04-01 | $0.4 | $0.0 | 5% | 5 | 0 | 0% |
| 2021-04-05 | $0.3 | $0.1 | 20% | 5 | 0 | 0% |
| 2020-04-01 | $0.3 | $0.1 | 41% | 5 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.1 | 61% | 5 | 0 | 0% |
| 2018-04-02 | $0.5 | -$0.1 | -19% | 7 | -2 | -29% |
| 2017-04-01 | $0.5 | -$0.1 | -19% | 7 | -2 | -29% |
| 2016-04-01 | $0.4 | $0.0 | 4% | 7 | -2 | -29% |
| 2015-04-01 | $0.4 | -$0.1 | -13% | 7 | -2 | -29% |
| 2014-04-01 | $0.4 | $0.0 | -5% | 7 | -2 | -29% |
| 2013-04-01 | $0.4 | $0.0 | 3% | 6 | -1 | -17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, CA-04/12/2024, FL-03/31/2008, GA-11/08/2020, LA-01/06/2016, NY-06/06/2008, TX-01/09/2025 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV