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Fireside Capital Advisors Inc
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CRD # | 175021 |
SEC # | 801-107581 |
CIK # | |
AUM | $262.3 MM (2024-03-22) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 469-357-6370 |
Address | 14785 Preston Road Dallas, TX 75254 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 99 | 26.4 |
(b) Individuals (high net worth individuals) | 44 | 149.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 86.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 373 | 262.3 |
By Discretionary | ||
Discretionary | 262 | 164.9 |
Non-Discretionary | 111 | 97.5 |
Total | 373 | 262.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 262.3 | |
Total | 373 | 262.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
The Stolper Company LLC
✚
|
OK | 0.3 |
Grandview Asset Management LLC
✚
|
PA | 0.3 |
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
Raleigh Capital Management Inc
✚
|
NC | 0.3 |
Seros Financial LLC
✚
|
AZ | 0.3 |
Turn8 Private Wealth Inc
✚
|
0.3 | |
Summit Group Retirement Planners Inc
✚
|
PA | 0.3 |
Christy Capital Management Inc
✚
|
GA | 0.3 |
BETO Financial Group LLC
✚
|
ID | 0.3 |