|
⚲
|
| Earthview Advisors LLC
✚
| |
|---|---|
| CRD # | 326565 |
| SEC # | 801-128170 |
| CIK # | |
| AUM | $102.6 MM (2024-05-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 786-363-0271 |
| Address | 1001 Brickell Bay Dr Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 102.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 102.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 102.6 |
| Total | 7 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 62.9 | |
| United States Persons | 39.7 | |
| Total | 7 | 102.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Main Line Group Wealth Management LLC
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|
UT | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
FCIG Wealth Management LLC
✚
|
CT | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |
|
Arch Global Advisors LLC
✚
|
NY | 0.1 |
|
Delta Wealth Advisors LLC
✚
|
IN | 0.1 |
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |