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| Doyenne Wealth Advisors LLC
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| |
|---|---|
| CRD # | 315995 |
| SEC # | 801-122292 |
| CIK # | 0000315995 |
| AUM | $1.7 BB (2024-03-27) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 312-374-0844 |
| Address | 227 W Monroe Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.6 |
| (b) Individuals (high net worth individuals) | 134 | 1,701.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 764 | 1,705.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 764 | 1,705.7 |
| Total | 764 | 1,705.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,705.7 | |
| Total | 764 | 1,705.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Alta Capital Management LLC
✚
|
UT | 1.7 |
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Well Done LLC
✚
|
MI | 1.7 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |