|
⚲
|
| Nardis Advisors LLC
✚
| |
|---|---|
| CRD # | 151517 |
| SEC # | 801-106867 |
| CIK # | |
| AUM | $126.1 MM (2024-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 914-997-0403 |
| Address | 2 Overhill Road Scarsdale, NY 10583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 27.3 |
| (b) Individuals (high net worth individuals) | 63 | 86.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.5 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 126.1 |
| By Discretionary | ||
| Discretionary | 318 | 118.8 |
| Non-Discretionary | 2 | 7.3 |
| Total | 320 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.1 | |
| United States Persons | 106.9 | |
| Total | 320 | 126.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rookwood Wealth Management LLC
✚
|
OH | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Avant Capital LLC
✚
|
LA | 0.1 |
|
Frankly Finances LLC
✚
|
FL | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.1 |
|
Dynamic Wealth Advisors
✚
|
AZ | 0.1 |
|
Light Financial Services Inc
✚
|
ND | 0.1 |