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| Alsari Wealth Management Global Advisors LLC
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| |
|---|---|
| CRD # | 159094 |
| SEC # | 801-72824 |
| CIK # | 0001673845 |
| AUM | $90.9 MM (2024-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 619-225-7600 |
| Address | 750 B Street San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 15.8 |
| (b) Individuals (high net worth individuals) | 14 | 37.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 20.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 90.9 |
| By Discretionary | ||
| Discretionary | 143 | 90.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 90.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.9 | |
| Total | 143 | 90.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Broadway Advisor Group LLC
✚
|
NY | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |
|
Abbondandolo Wealth Management Corp
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|
NY | 0.1 |
|
Henley & Company Wealth Management LLC
✚
|
NY | 0.1 |
|
Social Investment Managers and Advisors LLC
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|
NY | 0.1 |
|
Phillips Ray Capital Management Inc
✚
|
TX | 0.1 |
|
Intelliflo Advisers Inc
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|
GA | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Davidov Financial Coaching LLC
✚
|
NY | 0.1 |
|
Financial Counseling Inc
✚
|
OH | 0.1 |