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| Econologics Financial Advisors LLC
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|---|---|
| CRD # | 125738 |
| SEC # | 801-79018 |
| CIK # | |
| AUM | $84.8 MM (2023-03-20) |
| Employees | 19 (26% Investors, 0% Brokers) |
| Phone | 727-588-1540 |
| Address | 2401 West Bay Drive Largo, FL 33770 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 4.7 |
| (b) Individuals (high net worth individuals) | 96 | 62.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 8.4 |
| (n) Other | 1 | 0.3 |
| Total | 267 | 75.9 |
| By Discretionary | ||
| Discretionary | 267 | 75.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 267 | 75.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.9 | |
| Total | 267 | 75.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
The Stanich Group LLC
✚
|
NY | 0.1 |
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
Wealthmark LLC
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|
WA | 0.1 |
|
Conscious Capital Wealth Management LLC
✚
|
NY | 0.1 |
|
Sage Tree Wealth Inc
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|
NY | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
Hahn Financial Group Inc
✚
|
SD | 0.1 |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |