|
⚲
|
| Xpyria Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 106438 |
| SEC # | 801-37555 |
| CIK # | |
| AUM | $823.3 MM (2024-03-29) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 412-232-3310 |
| Address | Two Gateway Center, Suite 1850 Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 72.6 |
| (b) Individuals (high net worth individuals) | 137 | 435.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 230.9 |
| (h) Charitable organizations | 6 | 43.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 40.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 823.3 |
| By Discretionary | ||
| Discretionary | 1,007 | 823.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,007 | 823.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 823.3 | |
| Total | 1,007 | 823.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ironsides Asset Advisors LLC
✚
|
NC | 0.8 |
|
HH Capital Management Inc
✚
|
CA | 0.8 |
|
Peak Asset Management LLC
✚
|
CO | 0.8 |
|
LWMG LLC
✚
|
MN | 0.8 |
|
Ameliora Wealth Management Ltd
✚
|
0.8 | |
|
A16Z Perennial Management LP
✚
|
CA | 0.8 |
|
NTV Asset Management LLC
✚
|
WV | 0.8 |
|
Cypress Wealth Services LLC
✚
|
CA | 0.8 |
|
Jackson Wealth Management LLC
✚
|
FL | 0.8 |
|
Sanders Morris LLC
✚
|
TX | 0.8 |