|
⚲
|
| Advus Financial Partners LLC
✚
| |
|---|---|
| CRD # | 311990 |
| SEC # | 801-120458 |
| CIK # | |
| AUM | $2.8 BB (2024-03-28) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 407-585-1160 |
| Address | 1525 International Parkway Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 0.1 |
| (b) Individuals (high net worth individuals) | 154 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 1.8 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,168 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,101 | 2.6 |
| Non-Discretionary | 67 | 0.2 |
| Total | 1,168 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,168 | 2.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Coastal Bridge Advisors LLC
✚
|
CT | 2.8 |
|
McInroy & Wood Limited
✚
|
2.8 | |
|
Strategic Global Advisors LLC
✚
|
CA | 2.8 |
|
Two West Capital Advisors LLC
✚
|
KS | 2.8 |
|
The Welch Group LLC
✚
|
AL | 2.8 |
|
Csenge Advisory Group LLC
✚
|
FL | 2.8 |
|
Larson Financial Group LLC
✚
|
MO | 2.7 |
|
Saratoga Research & Investment Management
✚
|
CA | 2.7 |
|
Frost Investment Services LLC
✚
|
TX | 2.7 |
|
North Star Asset Management Inc
✚
|
WI | 2.7 |