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⚲
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| Saperston Legacy Advisors Inc
✚
| |
|---|---|
| CRD # | 105849 |
| SEC # | 801-121038 |
| CIK # | |
| AUM | $53.9 MM (2024-03-28) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 716-649-9800 |
| Address | 172 Lake Street Hamburg, NY 14075 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 6.5 |
| (b) Individuals (high net worth individuals) | 7 | 47.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 53.9 |
| By Discretionary | ||
| Discretionary | 122 | 46.5 |
| Non-Discretionary | 1 | 7.4 |
| Total | 123 | 53.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.9 | |
| Total | 123 | 53.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
O'Domhnaill Enterprises Inc
✚
|
WY | 0.1 |
|
Wimer Investment Management LLC
✚
|
NJ | 0.1 |
|
WPM Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Mountain PASS Planning Corporation
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|
NY | 0.1 |
|
Aldemar Research Corporation
✚
|
NY | 0.1 |
|
Flying Point Asset Management LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
GPS Financial LLC
✚
|
NY | 0.1 |
|
Coral Reef Advisors LLC
✚
|
FL | 0.1 |
|
Chlastawa Allan Frank
✚
|
NY | 0.1 |