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| Happy Holidays!! thanks for using AUM13F!! |
| Chelsea Advisory Services Inc
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|---|---|
| CRD # | 150791 |
| SEC # | 801-112349 |
| CIK # | |
| AUM | $126.9 M (2025-02-18) |
| Employees | 22 (100% Investors, 86% Brokers) |
| Phone | 718-967-8400 |
| Address | 242 Main Street Staten Island, NY 10307 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 86.3 |
| (b) Individuals (high net worth individuals) | 21 | 40.6 |
| (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 | 536 | 126.9 |
| By Discretionary | ||
| Discretionary | 503 | 126.3 |
| Non-Discretionary | 33 | 0.6 |
| Total | 536 | 126.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.9 | |
| Total | 536 | 126.9 |
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|---|---|---|
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CT | 0.1 |
|
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UT | 0.1 |
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IA | 0.1 |
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CA | 0.1 |
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Concert Investment Advisory LLC
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0.1 | |
|
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WA | 0.1 |
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Wise Wealth Partners LLC
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AZ | 0.1 |
|
BCM Capital Management LLC
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IL | 0.1 |
|
Primary Wealth Management LLC
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|
NE | 0.1 |