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| Accelerate Investment Advisors LLC
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| |
|---|---|
| CRD # | 325859 |
| SEC # | 801-127772 |
| CIK # | |
| AUM | $173.5 MM (2024-08-09) |
| Employees | 21 (86% Investors, 5% Brokers) |
| Phone | 888-439-7071 |
| Address | 120 Vantis Dr, Suite 330 Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 86.1 |
| (b) Individuals (high net worth individuals) | 27 | 68.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 361 | 12.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.6 |
| (n) Other | 4 | 3.7 |
| Total | 525 | 173.5 |
| By Discretionary | ||
| Discretionary | 478 | 144.8 |
| Non-Discretionary | 47 | 28.7 |
| Total | 525 | 173.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 173.0 | |
| Total | 525 | 173.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |
|
Plotkin Financial Advisors LLC
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|
MD | 0.2 |
|
Parker Financial LLC
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|
WA | 0.2 |
|
Cygnet Financial Planning Inc
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|
MI | 0.2 |
|
IFS Advisors LLC
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|
KS | 0.2 |
|
Lesa Sroufe & Company Inc
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|
WA | 0.2 |
|
Maner Wealth LLC
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|
MI | 0.2 |
|
Values Added Financial LLC
✚
|
DC | 0.2 |
|
Aldebaran Financial Inc
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|
TN | 0.2 |
|
Regatta Research & Money Management LLC
✚
|
LA | 0.2 |