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⚲
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| Dream Capital Advisors LLC
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|
|
|---|---|
| CRD # | 142788 |
| SEC # | 801-79378 |
| CIK # | |
| AUM | $491.4 MM (2023-03-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 847-970-9090 |
| Address | 250 Parkway Drive Lincolnshire, IL 60069 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 49 | 491.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 491.4 |
| By Discretionary | ||
| Discretionary | 125 | 491.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 491.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 491.4 | |
| United States Persons | 0.0 | |
| Total | 125 | 491.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capitalia Sa
✚
|
0.5 | |
|
Twenty-First Tailored Solutions Inc
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|
NY | 0.5 |
|
Smith Brothers Financial LLC
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|
CT | 0.5 |
|
SLWA LLC
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|
CA | 0.5 |
|
Integris Wealth Management LLC
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|
CA | 0.5 |
|
Unique Wealth LLC
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|
FL | 0.5 |
|
The Cavanaugh Group Inc
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|
SC | 0.5 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.5 |
|
Personal Investment Management Inc
✚
|
WA | 0.5 |
|
TSG Advice Partners LLC
✚
|
OH | 0.5 |