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| Happy Holidays!! thanks for using AUM13F!! |
| Advus Financial Partners LLC
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| CRD # | 311990 |
| SEC # | 801-120458 |
| CIK # | |
| AUM | $3.1 B (2025-03-31) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 407-585-1160 |
| Address | 631 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 0.1 |
| (b) Individuals (high net worth individuals) | 190 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 2.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,276 | 3.1 |
| By Discretionary | ||
| Discretionary | 1,215 | 2.9 |
| Non-Discretionary | 61 | 0.2 |
| Total | 1,276 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 1,276 | 3.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LaSalle Investment Management Securities LLC
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|
MD | 3.1 |
|
Moors & Cabot Inc
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|
MA | 3.1 |
|
Courier Capital LLC
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|
NY | 3.1 |
|
PFG Advisors LLC
✚
|
AZ | 3.1 |
|
North Star Asset Management Inc
✚
|
WI | 3.1 |
|
Equity Investment Corporation
✚
|
GA | 3.1 |
|
Wealthcare Capital Management LLC
✚
|
VA | 3.0 |
|
Steele Capital Management Inc
✚
|
IA | 3.0 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 3.0 |
|
Advisor Resource Council
✚
|
TX | 3.0 |