|
⚲
|
| Keyboard |
| Public Advisors LLC
✚
|
|
|---|---|
| CRD # | 318234 |
| SEC # | 801-123433 |
| CIK # | |
| AUM | 18.8 M (2026-03-29) |
| Employees | 44 (5% Investors, 77% Brokers) |
| Phone | 212-401-6946 |
| Address | 530 Broadway New York, NY 10012 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,548 | 9.3 |
| (b) Individuals (high net worth individuals) | 973 | 9.5 |
| (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 | 4,521 | 18.8 |
| By Discretionary | ||
| Discretionary | 4,521 | 18.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,521 | 18.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.8 | |
| Total | 4,521 | 18.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RM Investment Strategies LLC
✚
|
MI | 21.9 M |
|
KJ Harrison & Partners USA Inc
✚
|
21.7 M | |
|
Parco Wealth Management LLC
✚
|
21.0 M | |
|
Childfree Wealth LLC
✚
|
20.7 M | |
|
Financial Planning Services Inc
✚
|
FL | 20.0 M |
|
BP Capital Fund Advisors LLC
✚
|
20.0 M | |
|
Icon Financial Services LLC
✚
|
OR | 19.7 M |
|
Marnoa Private Wealth Counsel Ltd
✚
|
19.3 M | |
|
SKM Wealth Management LLC
✚
|
18.7 M | |
|
URSA Financial LLC
✚
|
16.6 M |