Mazars USA Wealth Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Mazars USA Wealth Advisors LLC ✚
CRD #	133936
SEC #	801-63968
CIK #
AUM
Employees	2 (100% Investors, 50% Brokers)
Phone	212-375-6631
Address	135 West 50th Street New York, NY 10020
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	72	15.1
(b) Individuals (high net worth individuals)	50	157.7
(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	5	18.0
(h) Charitable organizations	0	2.5
(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	234	193.3
By Discretionary
Discretionary	234	193.3
Non-Discretionary	0	0.0
Total	234	193.3
By Non-United States Persons
Non-United States Persons		0.5
United States Persons		192.8
Total	234	193.3

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