|
⚲
|
| Allstate Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 109524 |
| SEC # | 801-68510 |
| CIK # | |
| AUM | $62.1 MM (2024-08-16) |
| Employees | 350 (0% Investors, 100% Brokers) |
| Phone | 877-232-2142 |
| Address | 151 N 8th Street, Suite 450 Lincoln, NE 68508 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 62.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 62.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 189 | 62.1 |
| Total | 189 | 62.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.1 | |
| Total | 189 | 62.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capra Credit Management LLC
✚
|
CT | 0.1 |
|
Allfinancial Partners II LLC
✚
|
FL | 0.1 |
|
QUBE Capital Solutions LLC
✚
|
CT | 0.1 |
|
Horace Mann Investors Inc
✚
|
IL | 0.1 |
|
Abraham Trading LP
✚
|
TX | 0.1 |
|
Leatherback Asset Management LLC
✚
|
FL | 0.1 |
|
Equalize Capital LLC
✚
|
PR | 0.1 |
|
Bolton Partners Investment Consulting Group Inc
✚
|
MD | 0.1 |
|
NexPoint Insurance Solutions LP
✚
|
TX | 0.1 |
|
RESQ Investment Partners LLC
✚
|
AZ | 0.1 |