|
⚲
|
| Huntleigh Advisors Inc
✚
| |
|---|---|
| CRD # | 113412 |
| SEC # | 801-62677 |
| CIK # | |
| AUM | $445.4 MM (2024-08-23) |
| Employees | 53 (100% Investors, 92% Brokers) |
| Phone | 314-236-2400 |
| Address | 7800 Forsyth Blvd St Louis, MO 63105 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Mindshare Smallcap Turnaround Growth Fund LLC | 2012-03-30 | 1.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,309 | 270.5 |
| (b) Individuals (high net worth individuals) | 78 | 153.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 8.8 |
| (i) State or municipal government entities | 0 | 6.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,422 | 445.4 |
| By Discretionary | ||
| Discretionary | 1,408 | 444.3 |
| Non-Discretionary | 14 | 1.2 |
| Total | 1,422 | 445.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 443.3 | |
| Total | 1,422 | 445.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quattro Advisors LLC
✚
|
PA | 0.5 |
|
Ariston Services Group LLC
✚
|
CA | 0.5 |
|
CH Global Capital Management LLC
✚
|
NY | 0.5 |
|
Blue Zone Wealth Advisors LLC
✚
|
CA | 0.5 |
|
SFE Investment Counsel Inc
✚
|
CA | 0.4 |
|
Prairie Wealth Advisors Inc
✚
|
NE | 0.4 |
|
ATON Financial LLC
✚
|
PR | 0.4 |
|
Florence Capital Advisors LLC
✚
|
NY | 0.4 |
|
Iron Financial LLC
✚
|
IL | 0.4 |
|
Integra Global Advisors LLC
✚
|
CT | 0.4 |