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| Happy Holidays!! thanks for using AUM13F!! |
| Queen B Advisors LLC
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| CRD # | 306413 |
| SEC # | 801-128701 |
| CIK # | |
| AUM | $117.9 M (2024-12-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 210-530-1292 |
| Address | 20650 Stone Oak Pkwy, 100 San Antonio, TX 78258 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 600 | 90.3 |
| (b) Individuals (high net worth individuals) | 16 | 25.5 |
| (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 | 1 | 0.3 |
| (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 | 4 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 633 | 117.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 633 | 117.9 |
| Total | 633 | 117.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 117.7 | |
| Total | 633 | 117.9 |
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