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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fund Direct Advisors Inc
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|---|---|
| CRD # | 155363 |
| SEC # | 801-77794 |
| CIK # | |
| AUM | $605.0 M (2025-04-01) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 336-271-4450 |
| Address | 201 State Street Greensboro, NC 27408 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 20.0 |
| (b) Individuals (high net worth individuals) | 20 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 560.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 605.0 |
| By Discretionary | ||
| Discretionary | 90 | 45.0 |
| Non-Discretionary | 70 | 560.0 |
| Total | 160 | 605.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.0 | |
| Total | 160 | 605.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management Company LLC
✚
|
PA | 0.6 |
|
R S Crum Inc
✚
|
CA | 0.6 |
|
Bonnie WUSZ & Associates Inc
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|
CA | 0.6 |
|
Great Diamond Partners LLC
✚
|
ME | 0.6 |
|
Tython Capital LLC
✚
|
TX | 0.6 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.6 |
|
Ritter Daniher Financial Advisory LLC
✚
|
OH | 0.6 |
|
Lighthouse Financial LLC
✚
|
FL | 0.6 |
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.6 |
|
Safeguard Financial LLC
✚
|
0.6 |