|
⚲
|
| Sincerus Advisory LLC
✚
| |
|---|---|
| CRD # | 300559 |
| SEC # | 801-119083 |
| CIK # | |
| AUM | $155.6 MM (2024-02-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 212-203-7376 |
| Address | 111 Fulton St 701 New York, NY 10038 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 37.6 |
| (b) Individuals (high net worth individuals) | 49 | 91.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 3 | 16.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 155.6 |
| By Discretionary | ||
| Discretionary | 526 | 140.5 |
| Non-Discretionary | 1 | 15.1 |
| Total | 527 | 155.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 155.3 | |
| Total | 527 | 155.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Central Pine Capital LLC
✚
|
NY | 0.2 |
|
Secfi Advisory Limited
✚
|
NY | 0.2 |
|
Retirement Advisors LLC
✚
|
TX | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Harbour Financial Resources Ltd
✚
|
IL | 0.2 |
|
Wealthplans LLC
✚
|
MD | 0.2 |
|
IBN Advisory Services Inc
✚
|
NY | 0.2 |
|
Gallagher Capital Advisors LLC
✚
|
TX | 0.2 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.2 |
|
Keynote Financial Services LLC
✚
|
CT | 0.2 |