|
⚲
|
| Managed Account Advisors LLC
✚
|
|
|---|---|
| CRD # | 142558 |
| SEC # | 801-67569 |
| CIK # | 0001418660 |
| AUM | $691.9 BB (2024-08-30) |
| Employees | 61 (39% Investors, 0% Brokers) |
| Phone | 201-557-0504 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 908,633 | 195.0 |
| (b) Individuals (high net worth individuals) | 278,637 | 423.0 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11,407 | 12.4 |
| (h) Charitable organizations | 3,396 | 15.4 |
| (i) State or municipal government entities | 106 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 149 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13,030 | 44.9 |
| (n) Other | 1 | 0.0 |
| Total | 1,840,565 | 691.9 |
| By Discretionary | ||
| Discretionary | 1,840,565 | 691.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,840,565 | 691.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 684.5 | |
| Total | 1,840,565 | 691.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001418660] | |
| 13F-NT | [0001418660] | |
| SC 13G | [0001418660] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,098.8 |
|
Edward D Jones & Co LP
✚
|
MO | 692.2 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 558.5 |
|
Vanguard Asset Management Limited
✚
|
403.3 | |
|
Dodge & Cox
✚
|
CA | 363.0 |
|
Vanguard Advisers Inc
✚
|
PA | 333.1 |
|
NISA Investment Advisors LLC
✚
|
MO | 306.2 |
|
Fisher Asset Management LLC
✚
|
TX | 276.9 |
|
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 193.1 |