|
⚲
|
| Bespoke Advisory LLC
✚
|
|
|---|---|
| CRD # | 323909 |
| SEC # | 801-127194 |
| CIK # | |
| AUM | $200.9 MM (2023-03-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 877-777-6845 |
| Address | 32065 Castle Court Suite 250 A Evergreen, CO 80439 |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 1 | 67.9 |
| (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 | 7.1 |
| (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 | 1 | 6.2 |
| (n) Other | 17 | 119.7 |
| Total | 20 | 200.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 20 | 200.9 |
| Total | 20 | 200.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.9 | |
| Total | 20 | 200.9 |
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|---|---|---|
|
Physician Wealth Solutions Inc
✚
|
NV | 0.2 |
|
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|
KY | 0.2 |
|
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CA | 0.2 |
|
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|
0.2 | |
|
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|
Tandemgrowth Financial Advisors LLC
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|
GA | 0.2 |
|
Willow Grove Advisors LLC
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|
CA | 0.2 |
|
Ballast Financial Advisors LLC
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|
PA | 0.2 |
|
Ergawealth Advisors Inc
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|
IL | 0.2 |
|
Sutton Place Investors LLC
✚
|
NY | 0.2 |