|
⚲
|
| Note Advisors LLC
✚
|
|
|---|---|
| CRD # | 171466 |
| SEC # | 801-79807 |
| CIK # | |
| AUM | $198.9 MM (2023-03-29) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 716-256-1682 |
| Address | 50 Lakefront Blvd, Suite 215 Buffalo, NY 14202 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 61.5 |
| (b) Individuals (high net worth individuals) | 42 | 137.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 921 | 198.9 |
| By Discretionary | ||
| Discretionary | 917 | 198.2 |
| Non-Discretionary | 4 | 0.7 |
| Total | 921 | 198.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.9 | |
| Total | 921 | 198.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Abbit Management Corp
✚
|
MI | 0.2 |
|
Masso Torrence Wealth Management Inc
✚
|
NJ | 0.2 |
|
BNB Wealth Management LLC
✚
|
MD | 0.2 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
|
Forefront Wealth Management Inc
✚
|
PA | 0.2 |
|
Marmo Financial Group LLC
✚
|
TN | 0.2 |
|
Beyond Investments Intl LLC
✚
|
FL | 0.2 |
|
Sundance Advisors Inc
✚
|
PA | 0.2 |
|
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.2 |