AUM
Employee Count
Main Office
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 | 2,375 | $0.2 |
Average Individual AUM | $101,489 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 2,375 | $0.2 |
Average Retail AUM | $101,489 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.2 |
Retail SMA AUM | $0.2 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 89% | $0.2 |
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 | 9% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 2% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
GWN SECURITIES INC. | $3.1 | broker-dealer | 128929 |
MONEY CONCEPTS CAPITAL CORP | $2.9 | broker-dealer | 12963 |
MONEY CONCEPTS INTERNATIONAL | $0.0 | - | |
ABACUS INVESTMENTS, INC. | $0.0 | broker-dealer | 35127 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
2024-04-02 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
2023-04-04 | $0.3 | -$0.1 | -18% | 4 | 0 | 0% |
2022-04-01 | $0.5 | -$0.2 | -49% | 4 | 0 | 0% |
2021-04-05 | $0.2 | $0.0 | 18% | 4 | 0 | 0% |
2020-04-01 | $0.1 | $0.2 | 287% | 13 | -9 | -69% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
FL, AK-05/24/2019, AL-05/24/2019, AR-05/24/2019, AZ-05/24/2019, CA-05/24/2019, CO-05/24/2019, CT-05/24/2019, DC-05/24/2019, DE-05/24/2019, FL-05/24/2019, GA-05/24/2019, HI-05/24/2019, IA-05/24/2019, ID-05/24/2019, IL-05/24/2019, IN-05/24/2019, KS-05/24/2019, KY-05/24/2019, LA-05/24/2019, MA-05/24/2019, MD-05/24/2019, ME-05/24/2019, MI-05/24/2019, MN-05/24/2019, MO-05/24/2019, MS-05/24/2019, MT-05/24/2019, NC-05/24/2019, ND-05/24/2019, NE-05/24/2019, NH-05/24/2019, NJ-05/24/2019, NM-05/24/2019, NV-05/24/2019, NY-05/24/2019, OH-05/24/2019, OK-05/24/2019, OR-05/24/2019, PA-05/24/2019, PR-05/24/2019, RI-05/24/2019, SC-05/24/2019, SD-05/24/2019, TN-05/24/2019, TX-05/24/2019, UT-05/24/2019, VA-05/24/2019, VI-05/24/2019, VT-05/24/2019, WA-05/24/2019, WI-05/24/2019, WV-05/24/2019, WY-05/24/2019 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV