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| Bermuda Investment Advisory Services Limited
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|
|
|---|---|
| CRD # | 120715 |
| SEC # | 801-61310 |
| CIK # | |
| AUM | $215.4 MM (2022-09-29) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 441-292-4292 |
| Address | Wessex House, 2nd Flr Hamilton, Bermuda |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 62.7 |
| (b) Individuals (high net worth individuals) | 60 | 138.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 11.6 |
| (h) Charitable organizations | 7 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 215.4 |
| By Discretionary | ||
| Discretionary | 60 | 138.3 |
| Non-Discretionary | 151 | 77.1 |
| Total | 211 | 215.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 198.0 | |
| United States Persons | 17.3 | |
| Total | 211 | 215.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peak Financial Advisors LLC
✚
|
CO | 0.2 |
|
Pointoak Retirement Advisors LLC
✚
|
VA | 0.2 |
|
Heritage Asset Advisors Ltd LLP
✚
|
TX | 0.2 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.2 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Branson Frank A Inc
✚
|
CA | 0.2 |
|
Ceres Global Advisory Inc
✚
|
FL | 0.2 |
|
Atrato Asset Management LLC
✚
|
WA | 0.2 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Match Grade Advisors LLC
✚
|
SC | 0.2 |