|
⚲
|
| Cruice Investment Advisors Ltd
✚
| |
|---|---|
| CRD # | 110950 |
| SEC # | 801-30887 |
| CIK # | |
| AUM | $187.4 MM (2024-03-28) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 20365600332210202 |
| Address | 1305 Post Rd Fairfield, CT 06824 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 44.0 |
| (b) Individuals (high net worth individuals) | 68 | 143.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 187.4 |
| By Discretionary | ||
| Discretionary | 517 | 187.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 187.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.4 | |
| Total | 517 | 187.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parker Advisory Group LLC
✚
|
UT | 0.2 |
|
Horizon Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Black Point Wealth Management LLC
✚
|
FL | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
The Wealth Coach LLC
✚
|
TX | 0.2 |
|
Cerasus Advisors Inc
✚
|
FL | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Cape Ann Capital Inc
✚
|
MA | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |