|
⚲
|
| Altruist Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 121897 |
| SEC # | 801-66728 |
| CIK # | |
| AUM | $312.1 MM (2024-03-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 269-857-2743 |
| Address | 3754 65th St Holland, MI 49423-9739 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 224.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 26.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 61.3 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 312.1 |
| By Discretionary | ||
| Discretionary | 5 | 73.2 |
| Non-Discretionary | 25 | 238.9 |
| Total | 30 | 312.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 87.4 | |
| United States Persons | 224.7 | |
| Total | 30 | 312.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Obsidian Personal Planning Solutions LLC
✚
|
MD | 0.3 |
|
The Martin Worley Group
✚
|
UT | 0.3 |
|
O'Boyle Wealth Management Inc
✚
|
CA | 0.3 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.3 |
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 0.3 |
|
Valiant Wealth LLC
✚
|
IA | 0.3 |
|
ADE LLC
✚
|
MD | 0.3 |
|
Jackson Financial Services LLC
✚
|
SC | 0.3 |
|
Integrity Wealth Advisors LLC
✚
|
CA | 0.3 |