|
⚲
|
| Trubee Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 3618 |
| SEC # | 801-70259 |
| CIK # | 0000099947 |
| AUM | $617.0 MM (2024-03-27) |
| Employees | 17 (88% Investors, 94% Brokers) |
| Phone | 716-849-1401 |
| Address | 600 Airborne Pkwy Buffalo, NY 14225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 506 | 180.0 |
| (b) Individuals (high net worth individuals) | 135 | 375.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 11.4 |
| (h) Charitable organizations | 27 | 32.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 18.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,149 | 617.0 |
| By Discretionary | ||
| Discretionary | 1,042 | 515.8 |
| Non-Discretionary | 107 | 101.2 |
| Total | 1,149 | 617.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 612.9 | |
| Total | 1,149 | 617.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bason Asset Management LLC
✚
|
CO | 0.6 |
|
Dopkins Wealth Management LLC
✚
|
NY | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
Diligent Investors LLC
✚
|
CA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |
|
Silver Heights Capital Management Inc
✚
|
0.6 | |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |