|
⚲
|
| Sustainable Advisors Alliance LLC
✚
| |
|---|---|
| CRD # | 312061 |
| SEC # | 801-120088 |
| CIK # | |
| AUM | $187.2 MM (2024-06-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 918-408-7981 |
| Address | 36 E Cameron Street Tulsa, OK 74103 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 96.4 |
| (b) Individuals (high net worth individuals) | 53 | 85.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 187.2 |
| By Discretionary | ||
| Discretionary | 738 | 178.2 |
| Non-Discretionary | 33 | 9.1 |
| Total | 771 | 187.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.2 | |
| Total | 771 | 187.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.2 |
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
West Ridge Advisors LLC
✚
|
NV | 0.2 |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |
|
Mandalay Financial LLC
✚
|
TX | 0.2 |
|
Blackridge Asset Management LLC
✚
|
FL | 0.2 |
|
Investors Portfolio Services LLC
✚
|
WA | 0.2 |
|
Ares Financial Consulting LLC
✚
|
CA | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |