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Knickerbocker Advisors Inc
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CRD # | 118553 |
SEC # | 801-66574 |
CIK # | |
AUM | $136.3 MM (2024-03-04) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 518-398-9000 |
Address | 45 Johnny Cake Hollow Road Pine Plains, NY 12567 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 7 | 2.6 |
(b) Individuals (high net worth individuals) | 26 | 133.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 98 | 136.3 |
By Discretionary | ||
Discretionary | 98 | 136.3 |
Non-Discretionary | 0 | 0.0 |
Total | 98 | 136.3 |
By Non-United States Persons | ||
Non-United States Persons | 4.4 | |
United States Persons | 131.9 | |
Total | 98 | 136.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Goldenstone Wealth Management LLC
✚
|
CA | 0.1 |
Threlkeld Virgil John
✚
|
CA | 0.1 |
RJP Investment Advisors LLP
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|
IN | 0.1 |
Insight INV LLC
✚
|
CA | 0.1 |
The Keystone Financial Alliance LLC
✚
|
GA | 0.1 |
MRD Inc
✚
|
CA | 0.1 |
Finsym Partners LLC
✚
|
WA | 0.1 |
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.1 |
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
Great Gable Advisors LLC
✚
|
CA | 0.1 |