⚲
|
Forty Three Eighteen Advisors LLC
✚
| |
---|---|
CRD # | 157712 |
SEC # | 801-129865 |
CIK # | |
AUM | $105.7 MM (2024-06-10) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 479-254-9400 |
Address | 1202 NE Mcclain Rd Bentonville, AR 72712 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 23 | 13.6 |
(b) Individuals (high net worth individuals) | 17 | 83.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 7.0 |
(h) Charitable organizations | 1 | 2.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 139 | 105.7 |
By Discretionary | ||
Discretionary | 139 | 105.7 |
Non-Discretionary | 0 | 0.0 |
Total | 139 | 105.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 105.7 | |
Total | 139 | 105.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sierra Financial Advisory Incorporated
✚
|
CA | 0.1 |
Peak Retirement Planning Inc
✚
|
OH | 0.1 |
Merited Wealth LLC
✚
|
FL | 0.1 |
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.1 |
Clarion Advisors Inc
✚
|
CA | 0.1 |
SK Advisor Network LLC
✚
|
TX | 0.1 |
Pomona Wealth Management LLC
✚
|
WA | 0.1 |
No Fate BWWM LLC
✚
|
TX | 0.1 |
Wildes Financial Strategies Inc
✚
|
SC | 0.1 |
Avail Investment Partners LLC
✚
|
PA | 0.1 |