Schechter Investment Advisors LLC
- Assets, Funds, Holdings
| Schechter Investment Advisors LLC
|
| CRD # | 169114 |
| SEC # | 801-78607 |
| CIK # | 0001951586 |
| AUM |
|
| Employees |
30 (47% Investors, 23% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 248-731-9500 |
| Address | 111 E Merrill Street
Birmingham, MI 48009 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
273
|
0.1 |
| (b) Individuals (high net worth individuals) |
472
|
3.0 |
| (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 |
34 |
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 |
129 |
0.7 |
| (n) Other |
0 |
0.0 |
| Total |
3,076 |
3.9 |
| By Discretionary |
| Discretionary |
2,745 |
3.6 |
| Non-Discretionary |
331 |
0.4 |
| Total |
3,076 |
3.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.9 |
| Total |
3,076 |
3.9 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 899 (1 non-US) |
| Serves | Institutional, Retail |
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