Adviceperiod LLC

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CAFR Data
Adviceperiod LLC
CRD #169828
SEC #801-79005
CIK #
AUM $3.5 BB (83% Disc, 100% US, 2020-03-27)
Employees70 (69% Investors, 0% Brokers)
Phone424-281-3600
Address2121 Avenue of The Stars
Los Angeles, CA 90067
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
VEA 139.5
VTI 94.2
VWO 61.7
IVV 53.4
BNDX 49.3
IEMG 35.2
VTV 30.7
VBR 27.3
VWOB 24.4
IEFA 24.2
View All
Holdings by Sector ($)
0.90.70.50.40.20.02018201820192020
Related Firms State AUM ($BB)
Adviceperiod LLC
CA 3.5
B Institutional Services LLC
CA 0.0
Comparable Firms State AUM ($BB)
Spire Wealth Management LLC
VA 3.5
Focus Financial Network Inc
MN 3.5
Integrated Wealth Concepts LLC
MA 3.5
Nuance Investments LLC
MO 3.5
Windward Investment Management Inc
MA 3.5
Legg Mason International Equities Singapore Limited
3.5
Cardinal Capital Management LLC
CT 3.4
Eulav Asset Management
NY 3.4
Karpus Management Inc
NY 3.4
Summit Financial LLC
NJ 3.4
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