|
⚲
|
| Knickerbocker Advisors Inc
✚
| |
|---|---|
| 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 |
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|---|---|---|
|
Goldenstone Wealth Management LLC
✚
|
CA | 0.1 |
|
Threlkeld Virgil John
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|
CA | 0.1 |
|
RJP Investment Advisors LLP
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IN | 0.1 |
|
Insight INV LLC
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CA | 0.1 |
|
The Keystone Financial Alliance LLC
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GA | 0.1 |
|
MRD Inc
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|
WA | 0.1 |
|
Halberstadt Financial Consultants Inc
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NJ | 0.1 |
|
Credentialed Wealth Advisors LLC
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CO | 0.1 |
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Great Gable Advisors LLC
✚
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CA | 0.1 |