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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Central Family Advisors LLC
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| CRD # | 283995 |
| SEC # | 801-107940 |
| CIK # | |
| AUM | $549.8 M (2025-03-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 917-993-7115 |
| Address | 370 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 549.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 549.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 19 | 549.8 |
| Total | 19 | 549.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 514.1 | |
| United States Persons | 35.7 | |
| Total | 19 | 549.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Security Management Inc
✚
|
CO | 0.6 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Presilium Private Wealth LLC
✚
|
PA | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Allen Wealth Management LLC
✚
|
NC | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |
|
Carlson & Company Financial Services LLC
✚
|
KS | 0.5 |
|
Gagnon Securities LLC
✚
|
NY | 0.5 |
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |