|
⚲
|
| ISTO Advisors LLC
✚
| |
|---|---|
| CRD # | 284560 |
| SEC # | 801-108409 |
| CIK # | |
| AUM | $765.7 MM (2024-03-27) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 248-458-1100 |
| Address | 2150 Butterfield Drive Troy, MI 48084 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 58.7 |
| (b) Individuals (high net worth individuals) | 207 | 688.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.7 |
| (h) Charitable organizations | 5 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,383 | 765.7 |
| By Discretionary | ||
| Discretionary | 2,260 | 733.1 |
| Non-Discretionary | 123 | 32.6 |
| Total | 2,383 | 765.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 763.4 | |
| Total | 2,383 | 765.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Frazier Financial Advisors LLC
✚
|
OH | 0.8 |
|
Cleveland Wealth LLC
✚
|
OH | 0.8 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.8 |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.8 |
|
Sky Investment Group LLC
✚
|
CT | 0.8 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 0.8 |
|
BOSS Retirement Advisors LLC
✚
|
UT | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.8 |