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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advanced Retirement Solutions LLC
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|---|---|
| CRD # | 288022 |
| SEC # | 801-126168 |
| CIK # | |
| AUM | $241.0 M (2025-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 408-691-1115 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 41 | 241.0 |
| (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 | 41 | 241.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 41 | 241.0 |
| Total | 41 | 241.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.0 | |
| Total | 41 | 241.0 |
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|---|---|---|
|
Falcon Bridge Capital II LLC
✚
|
CA | 0.2 |
|
Impulsora del Fondo Mexico SC
✚
|
0.2 | |
|
DFC Preferred Advisors LLC
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MT | 0.2 |
|
Waypoint Capital Partners Advisors LLC
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|
CT | 0.2 |
|
Capstone Asset Management LLC
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|
0.2 | |
|
Trinetra Investment Management LLP
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|
0.2 | |
|
Darwins River Capital LP
✚
|
NY | 0.2 |
|
CSC Upshot Ventures Management LLC
✚
|
CA | 0.2 |
|
Hudson Canyon Capital Management LLC
✚
|
NY | 0.2 |
|
Millbank Dartmoor Portsmouth LLC
✚
|
NC | 0.2 |