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| Happy Holidays!! thanks for using AUM13F!! |
| FTA Asset Management LLC
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|---|---|
| CRD # | 332377 |
| SEC # | 801-131148 |
| CIK # | |
| AUM | $123.2 M (2025-01-24) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Phone | 704-926-2453 |
| Address | 6101 Carnegie Blvd Charlotte, NC 28209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 123.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 123.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 123.2 |
| Total | 7 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 7 | 123.2 |
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|---|---|---|
|
Valeo Ventures Management LLC
✚
|
0.1 | |
|
Capital Gains Inc
✚
|
IL | 0.1 |
|
Riverrock Asset Management LLC
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TX | 0.1 |
|
Hatch Cove Capital LLC
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|
0.1 | |
|
East Beach Asset Management LLC
✚
|
CA | 0.1 |
|
North Country Investment Advisers Inc
✚
|
NY | 0.1 |
|
Teucrium Investment Advisors LLC
✚
|
VT | 0.1 |
|
Cove Capital Management Inc
✚
|
TN | 0.1 |
|
Unifi Asset Management LP
✚
|
NY | 0.1 |
|
Seabury Capital Management LLC
✚
|
NY | 0.1 |