|
⚲
|
| ADVR LLC
✚
| |
|---|---|
| CRD # | 318823 |
| SEC # | 801-128856 |
| CIK # | |
| AUM | $27.8 MM (2024-07-19) |
| Employees | 8 (12% Investors, 0% Brokers) |
| Phone | 888-868-1944 |
| Address | 525 King Street Charleston, SC 29403 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 27.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 27.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 353 | 27.8 |
| Total | 353 | 27.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.8 | |
| Total | 353 | 27.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Index Technologies Group LLC
✚
|
NY | 0.0 |
|
Boerum Hill Financial Advisors LLC
✚
|
NY | 0.0 |
|
Triumph Wealth Advisors Inc
✚
|
GA | 0.0 |
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
Eastside Financial Advisors LLC
✚
|
NY | 0.0 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.0 |
|
Guide Wealth Management LLC
✚
|
NY | 0.0 |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Retirement Specialty Group Inc
✚
|
TN | 0.0 |