|
⚲
|
| Advanced Retirement Solutions LLC
✚
| |
|---|---|
| CRD # | 288022 |
| SEC # | 801-126168 |
| CIK # | |
| AUM | $196.1 MM (2024-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 408-691-1115 |
| Address | 904 Sapphire Court San Jose, CA 95136 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 196.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 196.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 44 | 196.1 |
| Total | 44 | 196.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.1 | |
| Total | 44 | 196.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Indago Capital LLC
✚
|
NY | 0.2 |
|
Contrary LLC
✚
|
CA | 0.2 |
|
Palisade Americas Management LLC
✚
|
NY | 0.2 |
|
Nelson Enterprises LLC
✚
|
ME | 0.2 |
|
Quantech Solution Partners North America Inc
✚
|
NY | 0.2 |
|
Rondure Global Advisors LLC
✚
|
UT | 0.2 |
|
ArrowMark Asset Management LLC
✚
|
CO | 0.2 |
|
Level One Global Advisors LLC
✚
|
FL | 0.2 |
|
Atlantic Union Municipal Advisors Inc
✚
|
VA | 0.2 |
|
Plus Capital Management LLC
✚
|
CA | 0.2 |