|
⚲
|
| HTAA LLC
✚
|
|
|---|---|
| CRD # | 171391 |
| SEC # | 801-79752 |
| CIK # | |
| AUM | $177.0 M (2026-03-31) |
| Employees | 11 (73% Investors, 9% Brokers) |
| Phone | 312-356-3150 |
| Address | 141 W Jackson Boulevard Chicago, IL 60604 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 50.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 127.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 177.0 |
| By Discretionary | ||
| Discretionary | 2 | 177.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 177.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.0 | |
| Total | 2 | 177.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HOFF Brothers LLC
✚
|
WI | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Naviant Partners LLC
✚
|
AL | 0.2 |
|
Periope LC
✚
|
UT | 0.2 |
|
Marathon Mission Inc
✚
|
NY | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.2 |
|
Capstone Investment Group LLC
✚
|
WA | 0.2 |
|
Collins Advisors LLC
✚
|
NY | 0.2 |