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| Kandor Global Advisors LLC
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|
|---|---|
| CRD # | 308452 |
| SEC # | 801-118873 |
| CIK # | |
| AUM | $409.0 MM (2023-03-27) |
| Employees | 17 (12% Investors, 0% Brokers) |
| Phone | 786-558-0391 |
| Address | 200 Crandon Boulevard Key Biscayne, FL 33149 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.1 |
| (b) Individuals (high net worth individuals) | 51 | 407.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 409.0 |
| By Discretionary | ||
| Discretionary | 43 | 22.1 |
| Non-Discretionary | 226 | 386.9 |
| Total | 269 | 409.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 336.5 | |
| United States Persons | 72.5 | |
| Total | 269 | 409.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quantum Financial Planning Services Inc
✚
|
WA | 0.4 |
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.4 |
|
Inlet Private Wealth LLC
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|
FL | 0.4 |
|
Wolff Financial Management LLC
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|
MI | 0.4 |
|
Melia Wealth LLC
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|
OK | 0.4 |
|
McLaughlin Ryder Investments Inc
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|
VA | 0.4 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.4 |
|
Actium LLC
✚
|
MI | 0.4 |
|
Old Peak Finance LLC
✚
|
NC | 0.4 |
|
FMB Wealth Management
✚
|
CA | 0.4 |