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⚲
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| Washington Avenue Advisors LLC
✚
|
|
|---|---|
| CRD # | 307002 |
| SEC # | 801-118372 |
| CIK # | |
| AUM | $191.6 MM (2023-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 844-678-1842 |
| Address | 1146 South Washington Avenue Lansing, MI 48910 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 114.6 |
| (b) Individuals (high net worth individuals) | 46 | 65.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.9 |
| (h) Charitable organizations | 3 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,141 | 191.6 |
| By Discretionary | ||
| Discretionary | 487 | 69.2 |
| Non-Discretionary | 654 | 122.3 |
| Total | 1,141 | 191.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.6 | |
| Total | 1,141 | 191.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vital Wealth Management LLC
✚
|
IL | 0.2 |
|
The Appleton Group LLC
✚
|
WI | 0.2 |
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Compass Wealth Management LLC
✚
|
GA | 0.2 |
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 0.2 |
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |
|
Holder Wealth Management Inc
✚
|
IL | 0.2 |
|
Greenberg Financial Group
✚
|
AZ | 0.2 |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.2 |
|
Mallard Financial Partners Inc
✚
|
DE | 0.2 |