⚲
|
Clemson-Eps Advisors LLC
✚
|
|
---|---|
CRD # | 153101 |
SEC # | 801-114128 |
CIK # | |
AUM | $138.4 MM (2023-02-07) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 864-888-2666 |
Address | 10704 Clemson Boulevard Seneca, SC 29678 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 323 | 53.7 |
(b) Individuals (high net worth individuals) | 43 | 84.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 695 | 138.4 |
By Discretionary | ||
Discretionary | 695 | 138.4 |
Non-Discretionary | 0 | 0.0 |
Total | 695 | 138.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 138.4 | |
Total | 695 | 138.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Spring Capital Management LLC
✚
|
TX | 0.1 |
George M Hiller Companies LLC
✚
|
GA | 0.1 |
Forteris Wealth Management Inc
✚
|
NY | 0.1 |
Newbury Capital Management LLC
✚
|
CA | 0.1 |
Foster & Wood Inc
✚
|
OR | 0.1 |
Calvary Wealth LLC
✚
|
GA | 0.1 |
Bancolombia Capital Advisers LLC
✚
|
FL | 0.1 |
Avantra Family Wealth LLC
✚
|
PA | 0.1 |
Aspire Wealth Management LLC
✚
|
KS | 0.1 |
Phase Line Capital LLC
✚
|
GA | 0.1 |