|
⚲
|
| Central Family Advisors LLC
✚
|
|
|---|---|
| CRD # | 283995 |
| SEC # | 801-107940 |
| CIK # | |
| AUM | $332.1 MM (2023-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 917-993-7115 |
| Address | 370 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 332.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 332.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 16 | 332.1 |
| Total | 16 | 332.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.1 | |
| United States Persons | 310.0 | |
| Total | 16 | 332.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ruedi Wealth Management Inc
✚
|
IL | 0.3 |
|
Templeton Financial Services Inc
✚
|
AZ | 0.3 |
|
Schubert & Company Inc
✚
|
TX | 0.3 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.3 |
|
ACT Wealth Management LLC
✚
|
TX | 0.3 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.3 |
|
Jupiter Wealth Management LLC
✚
|
CO | 0.3 |
|
Garner Asset Management Corporation
✚
|
TX | 0.3 |
|
Vickerman Investment Advisors Inc
✚
|
WA | 0.3 |
|
TFG Advisers LLC
✚
|
MI | 0.3 |