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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Origin Investment Advisory LLC
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|---|---|
| CRD # | 305353 |
| SEC # | 801-120236 |
| CIK # | |
| AUM | $2.1 M (2025-03-10) |
| Employees | 162 (35% Investors, 0% Brokers) |
| Phone | 617-227-3825 |
| Address | 68 Harrison Avenue Boston, MA 02115-1929 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,776 | 2.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1,776 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,416 | 1.8 |
| Non-Discretionary | 360 | 0.3 |
| Total | 1,776 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,776 | 2.1 |
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|---|---|---|
|
Heron Advisory Inc
✚
|
CA | 0.0 |
|
Invex Next LLC
✚
|
FL | 0.0 |
|
Herring RIA Sub LLC
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|
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|
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TN | 0.0 |
|
UP Financial USA Inc
✚
|
0.0 | |
|
Stackwell Capital Advisers LLC
✚
|
MA | 0.0 |
|
Upskill Wealth Management LLC
✚
|
NY | 0.0 |
|
Advisifi LLC
✚
|
FL | 0.0 |
|
Money on the MIND LLC
✚
|
0.0 | |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |