Finhabits Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Finhabits Advisors LLC
CRD #210522
SEC #801-104472
CIK #
AUM $82.4 MM (2024-02-26)
Employees 15 (7% Investors, 0% Brokers)
Phone212-596-7292
Address413 W 14th Street
New York, NY 10014
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 44,993 82.3
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 0.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 56,145 82.4
By Discretionary
Discretionary 56,145 82.4
Non-Discretionary 0 0.0
Total 56,145 82.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 82.4
Total 56,145 82.4
Comparable Firms State AUM ($BB)
Conway Partners Management LLC
NY 0.1
Alsworth Capital Management LLC
NY 0.1
Pin Wealth LLC
MA 0.1
JCN Financial & Tax Advisory Group LLC
LA 0.1
Atrato Asset Management LLC
WA 0.1
CornerStone Professional Advisor Services LLC
NY 0.1
Lifegoal Wealth Advisors LLC
NY 0.1
Grupp Financial LLC
WY 0.1
VAM Group LLC
PA 0.1
Trott Brook Financial Inc
MN 0.1
Terms | Privacy | Guide
tony@aum13f.com