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| Note Advisors LLC
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| |
|---|---|
| CRD # | 171466 |
| SEC # | 801-79807 |
| CIK # | |
| AUM | $292.5 MM (2024-03-24) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 716-256-1682 |
| Address | 50 Lakefront Blvd, Suite 215 Buffalo, NY 14202 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 106.9 |
| (b) Individuals (high net worth individuals) | 43 | 117.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 61.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 292.5 |
| By Discretionary | ||
| Discretionary | 989 | 292.4 |
| Non-Discretionary | 3 | 0.1 |
| Total | 992 | 292.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.5 | |
| Total | 992 | 292.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Longview Asset Management LLC
✚
|
NM | 0.3 |
|
Alpha Leonis Partners LLC
✚
|
NY | 0.3 |
|
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Causey Wealth LLC
✚
|
CO | 0.3 |
|
Wayfinding Financial LLC
✚
|
WA | 0.3 |
|
Spectrum Financial Inc
✚
|
VA | 0.3 |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |