|
⚲
|
| Allstreet Capital LLC
✚
|
|
|---|---|
| CRD # | 283564 |
| SEC # | 801-108018 |
| CIK # | |
| AUM | $218.0 M (2026-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 213-443-6791 |
| Address | 707 Wilshire Blvd Los Angeles, CA 90017 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 20.0 |
| (b) Individuals (high net worth individuals) | 60 | 198.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 218.0 |
| By Discretionary | ||
| Discretionary | 475 | 218.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 218.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 212.7 | |
| Total | 475 | 218.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
Park Square Financial Group LLC
✚
|
GA | 0.2 |
|
Strategic Asset Management LLC
✚
|
MN | 0.2 |
|
Manuka Financial LLC
✚
|
0.2 | |
|
Arrow Wealth Advisory LLC
✚
|
0.2 | |
|
Dobson Asset Management - Northern California
✚
|
CA | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
Callahan Capital Management Inc
✚
|
CO | 0.2 |
|
Ciovacco Capital Management LLC
✚
|
0.2 |