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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Doyenne Wealth Advisors LLC
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|---|---|
| CRD # | 315995 |
| SEC # | 801-122292 |
| CIK # | 0000315995 |
| AUM | $1.8 B (2025-03-28) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 312-374-0844 |
| Address | 227 W Monroe Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.3 |
| (b) Individuals (high net worth individuals) | 132 | 1,810.2 |
| (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 | 748 | 1,811.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 748 | 1,811.6 |
| Total | 748 | 1,811.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,811.6 | |
| Total | 748 | 1,811.6 |
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|---|---|---|
|
Stonebridge Financial Group LLC
✚
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PA | 1.8 |
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1.8 | |
|
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Resolute Advisors LLC
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MA | 1.8 |
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Provise Management Group LLC
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FL | 1.8 |
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FountainCap Research & Investment Hong Kong Co Limited
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1.8 | |
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Financial Management Network Inc
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|
CA | 1.8 |
|
Octavia Wealth Advisors LLC
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|
OH | 1.8 |
|
Alta Capital Management LLC
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UT | 1.8 |