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| High Probability Advisors LLC
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| |
|---|---|
| CRD # | 289541 |
| SEC # | 801-111913 |
| CIK # | |
| AUM | $679.9 MM (2024-02-14) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 585-485-0135 |
| Address | 167 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 51.1 |
| (b) Individuals (high net worth individuals) | 118 | 556.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 59.3 |
| (h) Charitable organizations | 5 | 13.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 617 | 679.9 |
| By Discretionary | ||
| Discretionary | 591 | 641.2 |
| Non-Discretionary | 26 | 38.7 |
| Total | 617 | 679.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 679.9 | |
| Total | 617 | 679.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Montag & Caldwell LLC
✚
|
GA | 0.7 |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.7 |
|
Vaquero Private Wealth Ltd
✚
|
TX | 0.7 |
|
Cubic Asset Management LLC
✚
|
MA | 0.7 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.7 |
|
Claris Advisors LLC
✚
|
MO | 0.7 |
|
Marathon Capital Management LLC
✚
|
MD | 0.7 |
|
Ramsay Stattman Vela & Price Inc
✚
|
CO | 0.7 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.7 |
|
Droms Strauss Advisors Inc
✚
|
MO | 0.7 |