|
⚲
|
| Nottingham Advisors Inc
✚
|
|
|---|---|
| CRD # | 104928 |
| SEC # | 801-17685 |
| CIK # | 0001093276 |
| AUM | $1.3 BB (2023-03-29) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 716-633-3800 |
| Address | 100 Corporate Parkway Amherst, NY 14226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 14.3 | ||
| CBU | 3,423.3 | 7.2 | |
| MA | 309,583.1 | 6.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,376 | 398.0 |
| (b) Individuals (high net worth individuals) | 130 | 369.6 |
| (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 | 34 | 316.6 |
| (h) Charitable organizations | 25 | 87.5 |
| (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 | 14 | 129.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,246 | 1,301.0 |
| By Discretionary | ||
| Discretionary | 1,890 | 1,232.9 |
| Non-Discretionary | 356 | 68.1 |
| Total | 2,246 | 1,301.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,301.0 | |
| Total | 2,246 | 1,301.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001093276] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cable Hill Partners LLC
✚
|
OR | 1.3 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.3 |
|
DHK Financial Advisors Inc
✚
|
NH | 1.3 |
|
Wealhouse Capital Limited Partnership
✚
|
1.3 | |
|
Inscription Capital LLC
✚
|
TX | 1.3 |
|
Morrison Fiduciary Advisors Inc
✚
|
PA | 1.3 |
|
KB Financial Partners LLC
✚
|
NJ | 1.3 |
|
Promus Capital LLC
✚
|
IL | 1.3 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.3 |
|
TFS Securities Inc
✚
|
NJ | 1.3 |