|
⚲
|
| Travis Allen Inc
✚
| |
|---|---|
| CRD # | 326407 |
| SEC # | 801-128247 |
| CIK # | |
| AUM | $16.3 MM (2024-08-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 888-848-4144 |
| Address | 2901 W Coast Highway, Suite 200 Newport Beach, CA 92663 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 4.6 |
| (b) Individuals (high net worth individuals) | 13 | 11.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 16.3 |
| By Discretionary | ||
| Discretionary | 102 | 16.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 16.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.3 | |
| Total | 102 | 16.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Advisors Crypto Inc
✚
|
TX | 0.0 |
|
Quillu Inc
✚
|
CA | 0.0 |
|
Nexadvisors LLC
✚
|
TX | 0.0 |
|
Atlantis Asset Management LLC
✚
|
NY | 0.0 |
|
Quantumrock Capital GmbH
✚
|
0.0 | |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
Saga Partners LLC
✚
|
OH | 0.0 |
|
Great Point Advisors LLC
✚
|
IL | 0.0 |