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| People's United Advisors Inc
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|
|---|---|
| CRD # | 292454 |
| SEC # | 801-112648 |
| CIK # | 0001745082 |
| AUM | $1.4 BB (2023-03-30) |
| Employees | 185 (51% Investors, 49% Brokers) |
| Phone | 646-971-2505 |
| Address | 850 Main Street Bridgeport, CT 06604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,984 | 0.6 |
| (b) Individuals (high net worth individuals) | 924 | 2.9 |
| (c) Banking or thrift institutions | 1 | 4.3 |
| (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 | 15 | 0.2 |
| (h) Charitable organizations | 175 | 0.6 |
| (i) State or municipal government entities | 40 | 0.2 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 11 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 82 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 9,162 | 9.2 |
| By Discretionary | ||
| Discretionary | 8,827 | 8.2 |
| Non-Discretionary | 335 | 1.0 |
| Total | 9,162 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 9.1 | |
| Total | 9,162 | 9.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001745082] |
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|---|---|---|
|
Warwick Investment Management Inc
✚
|
TX | 1.4 |
|
EQIS Capital Management Inc
✚
|
CA | 1.4 |
|
RKL Wealth Management LLC
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PA | 1.4 |
|
Carolinas Wealth Consulting LLC
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Durbin Bennett Private Wealth Management LLC
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TX | 1.4 |
|
SYON Capital LLC
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CA | 1.4 |
|
Human Investing LLC
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|
OR | 1.4 |
|
Ausdal Financial Partners Inc
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|
IA | 1.4 |
|
Golden State Wealth Management LLC
✚
|
CA | 1.4 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.4 |