|
⚲
|
| EKON Advisors LLC
✚
|
|
|---|---|
| CRD # | 281039 |
| SEC # | 801-106780 |
| CIK # | |
| AUM | $206.9 M (2025-03-07) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 314-367-6327 |
| Address | 4940 Washington Blvd St Louis, MO 63108 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 200.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 6.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 206.9 |
| By Discretionary | ||
| Discretionary | 6 | 98.8 |
| Non-Discretionary | 9 | 108.0 |
| Total | 15 | 206.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.9 | |
| Total | 15 | 206.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ironarc Management LLC
✚
|
TX | 0.2 |
|
White Rock Oil & Gas Holdings LLC
✚
|
TX | 0.2 |
|
Magnetar Asset Management LLC
✚
|
IL | 0.2 |
|
MTC Wealth Management LLC
✚
|
FL | 0.2 |
|
Ginjer AM
✚
|
0.2 | |
|
Community Development Fund Advisors LLC
✚
|
0.2 | |
|
Capital Z Asset Management LLC
✚
|
0.2 | |
|
Retirement Planology Inc
✚
|
VA | 0.2 |
|
Long Short Advisors LLC
✚
|
FL | 0.2 |
|
One Stone Global LLC
✚
|
MA | 0.2 |