|
⚲
|
| Euclid Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 116740 |
| SEC # | 801-60766 |
| CIK # | |
| AUM | $70.0 MM (2023-03-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 301-500-0097 |
| Address | 4701 Sangamore Road Bethesda, MD 20816 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 8.0 |
| (b) Individuals (high net worth individuals) | 54 | 50.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 12.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 70.0 |
| By Discretionary | ||
| Discretionary | 74 | 70.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 70.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.0 | |
| Total | 74 | 70.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |
|
VORA Wealth Management PLLC
✚
|
AZ | 0.1 |
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.1 |
|
Premium 72 Capital LLC
✚
|
TX | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Arete Wealth Strategists LLC
✚
|
0.1 | |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |