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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Siebert Advisornxt LLC
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|---|---|
| CRD # | 288572 |
| SEC # | 801-110718 |
| CIK # | |
| AUM | $287.6 M (2025-03-31) |
| Employees | 31 (77% Investors, 100% Brokers) |
| Phone | 800-872-0444 |
| Address | 300 Vesey Street, 5th Floor New York, NY 10282 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 719 | 171.2 |
| (b) Individuals (high net worth individuals) | 67 | 116.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 786 | 287.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 786 | 287.6 |
| Total | 786 | 287.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 285.8 | |
| Total | 786 | 287.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Perspectives Inc
✚
|
MS | 0.3 |
|
Orser Capital Management LLC
✚
|
TX | 0.3 |
|
Tate Wealth Management
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|
CA | 0.3 |
|
Intrinsic Wealth Counsel Inc
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|
AZ | 0.3 |
|
OMC Financial Services Ltd
✚
|
NY | 0.3 |
|
Belvoir Wealth Management AG
✚
|
0.3 | |
|
Model Wealth Inc
✚
|
0.3 | |
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Aspen Investment Management Inc
✚
|
MI | 0.3 |
|
Legacy Financial Advisors Corporation
✚
|
MN | 0.3 |