Adams Financial Concepts LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Adams Financial Concepts LLC ✚
CRD #	134545
SEC #	801-122916
CIK #
AUM
Employees	4 (50% Investors, 0% Brokers)
Phone	206-903-1019
Address	1001 Fourth Avenue Seattle, WA 98154
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	44	5.6
(b) Individuals (high net worth individuals)	118	50.3
(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	4	4.5
(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	0	0.0
(n) Other	0	0.0
Total	170	60.4
By Discretionary
Discretionary	166	57.4
Non-Discretionary	4	3.1
Total	170	60.4
By Non-United States Persons
Non-United States Persons		0.2
United States Persons		60.2
Total	170	60.4

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