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Adams Financial Concepts LLC
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CRD # | 134545 |
SEC # | 801-122916 |
CIK # | |
AUM | $60.4 MM (2024-08-13) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 206-903-1019 |
Address | 1001 Fourth Avenue Seattle, WA 98154 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 44 | 5.6 |
(b) Individuals (high net worth individuals) | 118 | 50.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 4.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 170 | 60.4 |
By Discretionary | ||
Discretionary | 166 | 57.4 |
Non-Discretionary | 4 | 3.1 |
Total | 170 | 60.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 60.2 | |
Total | 170 | 60.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Vincere Wealth Management LLC
✚
|
IN | 0.1 |
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
Empiric Advisors Inc
✚
|
TX | 0.1 |
FNZ Advisers LLC
✚
|
NY | 0.1 |
Financial Planning Associates LLC
✚
|
NY | 0.1 |
Seymour Asset Management LLC
✚
|
NY | 0.1 |
Portfolio Strategies Inc
✚
|
WA | 0.1 |
CIRO Capital LLC
✚
|
NJ | 0.1 |