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| LeafHouse Financial Advisors LLC
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| |
|---|---|
| CRD # | 149694 |
| SEC # | 801-78809 |
| CIK # | |
| AUM | $17.0 BB (2024-03-04) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 512-879-1505 |
| Address | 6300 Bridgepoint Parkway Austin, TX 78730 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 40 | 0.8 |
| (g) Pension and profit sharing plans | 3,043 | 13.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 27 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,243 | 17.0 |
| By Discretionary | ||
| Discretionary | 2,967 | 15.1 |
| Non-Discretionary | 276 | 1.9 |
| Total | 3,243 | 17.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 16.9 | |
| Total | 3,243 | 17.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oppenheimer Asset Management Inc
✚
|
NY | 18.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 18.3 |
|
Bahl & Gaynor Inc
✚
|
OH | 18.0 |
|
Highland Consulting Associates Inc
✚
|
OH | 17.8 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.7 |
|
Baring International Investment Ltd
✚
|
17.5 | |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 16.5 |
|
Goldman Sachs Asset Management Hong Kong Limited
✚
|
16.4 | |
|
Pruco Securities LLC
✚
|
NJ | 16.4 |
|
US Bancorp Investments Inc
✚
|
MN | 15.9 |