|
⚲
|
| Ironsides Asset Advisors LLC
✚
| |
|---|---|
| CRD # | 161683 |
| SEC # | 801-77838 |
| CIK # | 0001615135 |
| AUM | $827.0 MM (2024-08-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 252-443-7041 |
| Address | 511 Tarrytown Center Rocky Mount, NC 27804 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LOW | 111,668.6 | 106.1 | |
| BAC | 278,315.2 | 4.1 | |
| MSFT | 1,918,222.4 | 1.2 | |
| XOM | 385,508.3 | 0.9 | |
| CVX | 294,604.1 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 2.2 |
| (b) Individuals (high net worth individuals) | 19 | 811.1 |
| (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 | 11.2 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 704 | 827.0 |
| By Discretionary | ||
| Discretionary | 174 | 380.0 |
| Non-Discretionary | 530 | 447.0 |
| Total | 704 | 827.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.0 | |
| Total | 704 | 827.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001615135] |
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|---|---|---|
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Deerfield Financial Advisors Inc
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