|
⚲
|
| Webull Advisors LLC
✚
| |
|---|---|
| CRD # | 304881 |
| SEC # | 801-117281 |
| CIK # | |
| AUM | $24.7 MM (2024-05-22) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 917-725-2408 |
| Address | 200 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88,327 | 24.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88,327 | 24.7 |
| By Discretionary | ||
| Discretionary | 88,327 | 24.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88,327 | 24.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.7 | |
| Total | 88,327 | 24.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principly Inc
✚
|
CA | 0.0 |
|
Gavltd International Corporation
✚
|
TX | 0.0 |
|
Investall Inc
✚
|
NY | 0.0 |
|
Global Beta Advisors LLC
✚
|
PA | 0.0 |
|
Global Autotrading Inc
✚
|
0.0 | |
|
Comvest Credit Managers LLC
✚
|
FL | 0.0 |
|
IH2 Advisors & Company
✚
|
DE | 0.0 |
|
Magnifi LLC
✚
|
CO | 0.0 |
|
Share Invest Inc
✚
|
NY | 0.0 |
|
Qarma Technology Inc
✚
|
0.0 |