Staton Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Staton Financial Advisors LLC
CRD #120238
SEC #801-96293
CIK #0001709719
AUM
Employees 4 (50% Investors, 0% Brokers)
Phone704-503-9984
Address6525 Morrison Boulevard
Charlotte, NC 28211
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
1209672482402003200920152021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 230 113.9
By Discretionary
Discretionary 230 113.9
Non-Discretionary 0 0.0
Total 230 113.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 113.9
Total 230 113.9
EDGAR Form CIK 2011 - 2023
13F-HR [0001709719]
Terms | Privacy | Guide
tony@aum13f.com