|
⚲
|
| Criterion Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 295954 |
| SEC # | 801-113152 |
| CIK # | |
| AUM | $396.7 MM (2023-03-10) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 615-292-6889 |
| Address | 4515 Harding Pike Nashville, TN 37205 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 123.4 |
| (b) Individuals (high net worth individuals) | 83 | 256.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 396.7 |
| By Discretionary | ||
| Discretionary | 946 | 396.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 946 | 396.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.7 | |
| Total | 946 | 396.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crane Advisory LLC
✚
|
CA | 0.4 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.4 |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.4 |
|
Custos Family Office LLC
✚
|
TX | 0.4 |
|
Shobe & Associates Inc
✚
|
LA | 0.4 |
|
New England Guild Wealth Advisors Inc
✚
|
CT | 0.4 |
|
Gerber LLC
✚
|
OH | 0.4 |
|
Stratis Capital LLC
✚
|
CT | 0.4 |
|
McDonald Financial Services LLC
✚
|
AL | 0.4 |
|
Burkett Financial Services LLC
✚
|
SC | 0.4 |