|
⚲
|
| Match Grade Advisors LLC
✚
|
|
|---|---|
| CRD # | 299181 |
| SEC # | 801-114348 |
| CIK # | |
| AUM | $214.9 MM (2023-03-28) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 864-250-0661 |
| Address | 400 Pettigru St Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 36.1 |
| (b) Individuals (high net worth individuals) | 25 | 22.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 156.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 695 | 214.9 |
| By Discretionary | ||
| Discretionary | 692 | 198.1 |
| Non-Discretionary | 3 | 16.8 |
| Total | 695 | 214.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.9 | |
| Total | 695 | 214.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Heritage Asset Advisors Ltd LLP
✚
|
TX | 0.2 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.2 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.2 | |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Branson Frank A Inc
✚
|
CA | 0.2 |
|
Ceres Global Advisory Inc
✚
|
FL | 0.2 |
|
Atrato Asset Management LLC
✚
|
WA | 0.2 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.2 |
|
FSA Advisors Inc
✚
|
MI | 0.2 |