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| Keyboard |
| Financial Decisions LLC
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|---|---|
| CRD # | 107755 |
| SEC # | 801-39858 |
| CIK # | 0001773952 |
| AUM | 327.7 M (2026-06-18) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 212-920-3470 |
| Address | 780 Third Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 32.8 |
| (b) Individuals (high net worth individuals) | 120 | 284.1 |
| (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 | 10 | 2.5 |
| (h) Charitable organizations | 6 | 1.2 |
| (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 | 0 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 327.7 |
| By Discretionary | ||
| Discretionary | 509 | 327.7 |
| Non-Discretionary | 3 | 0.0 |
| Total | 512 | 327.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.7 | |
| Total | 512 | 327.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001773952] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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