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| Selkirk Wealth Advisors LLC
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|---|---|
| CRD # | 173605 |
| SEC # | 801-123621 |
| CIK # | |
| AUM | $165.2 MM (2023-03-22) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 509-270-2886 |
| Address | 203 N Washington St Spokane, WA 99201 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 54.8 |
| (b) Individuals (high net worth individuals) | 50 | 105.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 165.2 |
| By Discretionary | ||
| Discretionary | 187 | 165.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 187 | 165.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
|
McGinn Investment Management Inc
✚
|
VA | 0.2 |
|
Street Capital Partners LLC
✚
|
IN | 0.2 |
|
Norris Financial Group LLC
✚
|
SC | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.2 |
|
DBS Investment Advisers LLC
✚
|
MI | 0.2 |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 0.2 |
|
RH Investment Group LLC
✚
|
AZ | 0.2 |