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Siebert Advisornxt Inc
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CRD # | 288572 |
SEC # | 801-110718 |
CIK # | |
AUM | $163.6 MM (2023-03-09) |
Employees | 27 (100% Investors, 96% Brokers) |
Phone | 800-872-0444 |
Address | 15 Exchange Place Jersey City, NJ 07302 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 326 | 81.9 |
(b) Individuals (high net worth individuals) | 28 | 94.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 353 | 176.0 |
By Discretionary | ||
Discretionary | 353 | 176.0 |
Non-Discretionary | 0 | 0.0 |
Total | 353 | 176.0 |
By Non-United States Persons | ||
Non-United States Persons | 2.4 | |
United States Persons | 173.6 | |
Total | 353 | 176.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
WOLD Financial Group LLC
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|
MN | 0.2 |
Tollefson and Company Investment Management LLC
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|
TX | 0.2 |
CHB Investment Group LLC
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|
PA | 0.2 |
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
Alder Financial Group Inc
✚
|
GA | 0.2 |
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
Pinnacle Wealth Management Inc
✚
|
CO | 0.2 |
Model Wealth Inc
✚
|
IL | 0.2 |
Hatton Investments LLC
✚
|
FL | 0.2 |
Rivertree Advisors LLC
✚
|
FL | 0.2 |