|
⚲
|
| Attessa Capital LLC
✚
|
|
|---|---|
| CRD # | 306827 |
| SEC # | 801-129457 |
| CIK # | |
| AUM | $259.1 MM (2024-07-24) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 520-600-3064 |
| Address | 3060 N Swan Rd Tucson, AZ 85712 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 7.8 |
| (b) Individuals (high net worth individuals) | 60 | 96.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 108.3 |
| By Discretionary | ||
| Discretionary | 276 | 107.8 |
| Non-Discretionary | 7 | 0.5 |
| Total | 283 | 108.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.3 | |
| Total | 283 | 108.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
|
Pathways Advisory Group Inc
✚
|
CA | 0.3 |
|
Greenberg Financial Group
✚
|
AZ | 0.3 |
|
Dorval Corporation
✚
|
MN | 0.3 |
|
Omega Wealth Management LLC
✚
|
VA | 0.3 |
|
Sjbenen Advisory LLC
✚
|
NC | 0.3 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.3 |
|
Rise Advisors LLC
✚
|
NY | 0.3 |
|
SWMG LLC
✚
|
TX | 0.2 |
|
Boulder Wealth Advisors LLC
✚
|
CO | 0.2 |