|
⚲
|
| Allstreet Financial LLC
✚
|
|
|---|---|
| CRD # | 281661 |
| SEC # | 801-136032 |
| CIK # | |
| AUM | $149.7 M (2026-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 814-425-5182 |
| Address | 302 French Street Erie, PA 16507 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 17.4 |
| (b) Individuals (high net worth individuals) | 31 | 93.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 32.1 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 149.7 |
| By Discretionary | ||
| Discretionary | 212 | 149.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 149.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.7 | |
| Total | 212 | 149.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Union Capital Company
✚
|
AZ | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 | |
|
CMG Financial Consulting LLC
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |