|
⚲
|
| Floyd Benjamin Joseph
✚
| |
|---|---|
| CRD # | 111576 |
| SEC # | 801-60539 |
| CIK # | 0001535254 |
| AUM | $222.8 MM (2024-01-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 903-794-2704 |
| Address | 6004 Summerfield Dr, Ste A Texarkana, TX 75503 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 0.8 |
| (b) Individuals (high net worth individuals) | 227 | 186.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.3 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 18.4 |
| (n) Other | 7 | 14.8 |
| Total | 271 | 222.8 |
| By Discretionary | ||
| Discretionary | 271 | 222.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 222.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.8 | |
| Total | 271 | 222.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The H Group Washington Inc
✚
|
OR | 0.2 |
|
Wells Financial Advisors Inc
✚
|
MA | 0.2 |
|
Carter Financial LLC
✚
|
CA | 0.2 |
|
Midwest Heritage Bank FSB
✚
|
IA | 0.2 |
|
Rooted Wealth Advisors Inc
✚
|
IL | 0.2 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Briggs Wealth Management Inc
✚
|
CT | 0.2 |
|
Forte Asset Management LLC
✚
|
NY | 0.2 |
|
Lion Capital Advisors LLC
✚
|
FL | 0.2 |
|
Calabasas Advisory Group LLC
✚
|
CA | 0.2 |