⚲
|
Andbanc Advisory LLC
✚
| |
---|---|
CRD # | 150463 |
SEC # | 801-79716 |
CIK # | |
AUM | $855.1 MM (2024-03-27) |
Employees | 10 (90% Investors, 80% Brokers) |
Phone | 305-702-0601 |
Address | 201 S Biscayne Blvd Miami, FL 33131 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 88 | 171.0 |
(b) Individuals (high net worth individuals) | 353 | 684.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 441 | 855.1 |
By Discretionary | ||
Discretionary | 231 | 422.4 |
Non-Discretionary | 210 | 432.6 |
Total | 441 | 855.1 |
By Non-United States Persons | ||
Non-United States Persons | 812.3 | |
United States Persons | 42.8 | |
Total | 441 | 855.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Financial Partners Group Inc
✚
|
KS | 0.9 |
Capital Wealth Management LLC
✚
|
RI | 0.9 |
Morris & Wells Wealth Management
✚
|
VA | 0.9 |
LJI Wealth Management LLC
✚
|
IN | 0.9 |
Brightside Advisory Partners LLC
✚
|
MD | 0.9 |
Arthur M Cohen & Associates LLC
✚
|
IL | 0.9 |
180 Wealth Advisors LLC
✚
|
WA | 0.9 |
Olympus Wealth Management LLC
✚
|
UT | 0.9 |
Oppenheimer Investment Management LLC
✚
|
NY | 0.9 |
Summit Asset Management LLC
✚
|
TN | 0.9 |