|
⚲
|
| Equitable Advisors LLC
✚
| |
|---|---|
| CRD # | 6627 |
| SEC # | 801-14065 |
| CIK # | 0000033179 |
| AUM | $29.8 BB (2024-07-12) |
| Employees | 5,565 (71% Investors, 98% Brokers) |
| Phone | 212-314-4600 |
| Address | 1345 Avenue of The Americas New York, NY 10105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,375 | 7.4 |
| (b) Individuals (high net worth individuals) | 27,673 | 21.2 |
| (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 | 558 | 0.5 |
| (h) Charitable organizations | 185 | 0.2 |
| (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 | 339 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 79,686 | 29.8 |
| By Discretionary | ||
| Discretionary | 27,577 | 12.2 |
| Non-Discretionary | 52,109 | 17.6 |
| Total | 79,686 | 29.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.8 | |
| Total | 79,686 | 29.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000033179] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Voya Investment Management LLC
✚
|
GA | 33.8 |
|
Private Advisor Group LLC
✚
|
NJ | 31.5 |
|
Buckingham Strategic Partners LLC
✚
|
MO | 28.5 |
|
AE Wealth Management LLC
✚
|
KS | 27.1 |
|
Cliffwater LLC
✚
|
CA | 26.7 |
|
Savant Capital LLC
✚
|
IL | 26.3 |
|
Capital Advisors Group Inc
✚
|
MA | 25.9 |
|
The Ayco Company LP
✚
|
NY | 25.9 |
|
Addenda Capital Inc
✚
|
25.2 | |
|
Prime Capital Investment Advisors LLC
✚
|
KS | 24.4 |