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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ISTO Advisors LLC
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|---|---|
| CRD # | 284560 |
| SEC # | 801-108409 |
| CIK # | |
| AUM | $871.6 M (2025-06-27) |
| Employees | 23 (78% Investors, 0% Brokers) |
| Phone | 248-458-1100 |
| Address | 2150 Butterfield Drive Troy, MI 48084 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 60.0 |
| (b) Individuals (high net worth individuals) | 219 | 786.2 |
| (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 | 5 | 13.0 |
| (h) Charitable organizations | 34 | 5.0 |
| (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 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,548 | 871.6 |
| By Discretionary | ||
| Discretionary | 2,389 | 834.4 |
| Non-Discretionary | 159 | 37.3 |
| Total | 2,548 | 871.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 868.2 | |
| Total | 2,548 | 871.6 |
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|---|---|---|
|
Baker Ellis Asset Management LLC
✚
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WA | 0.9 |
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Estabrook Capital Management LLC
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NY | 0.9 |
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AR | 0.9 |
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FL | 0.9 |
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The NorthStar Group Inc
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NY | 0.9 |
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49 Wealth Management LLC
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TX | 0.9 |
|
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CA | 0.9 |
|
Sprinkle Financial Consultants LLC
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CO | 0.9 |
|
Lighthouse Financial Advisors Inc
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NJ | 0.9 |
|
Rudney Associates Inc
✚
|
CA | 0.9 |