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| Happy Holidays!! thanks for using AUM13F!! |
| Nardis Advisors LLC
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|---|---|
| CRD # | 151517 |
| SEC # | 801-106867 |
| CIK # | |
| AUM | $140.6 M (2025-03-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 914-997-0403 |
| Address | 2 Overhill Road Scarsdale, NY 10583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 25.8 |
| (b) Individuals (high net worth individuals) | 66 | 101.1 |
| (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 | 10.8 |
| (h) Charitable organizations | 0 | 3.0 |
| (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 | 338 | 140.6 |
| By Discretionary | ||
| Discretionary | 334 | 131.7 |
| Non-Discretionary | 4 | 8.9 |
| Total | 338 | 140.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.3 | |
| United States Persons | 127.3 | |
| Total | 338 | 140.6 |
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|---|---|---|
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McCarley & Cook LLC
✚
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OH | 0.1 |
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Parvin Asset Management LLC
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SD | 0.1 |
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Babb Wealth Advisors LLC
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AZ | 0.1 |
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Parable LLC
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FL | 0.1 |
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Capital Financial LLC
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MD | 0.1 |
|
Luminist Capital LLC
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0.1 | |
|
Williams Wealth Management Group Inc
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|
FL | 0.1 |
|
Good Steward Wealth Advisers LLC
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TN | 0.1 |
|
Integrated Wealth Strategies LLC
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|
TX | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |