Overview
Assets Under Management: $463 million
Headquarters: SOUTHPORT, CT
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
5TH STREET ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140165), 5TH STREET ADVISORS, LLC is subject to fiduciary duty under federal law.
5TH STREET ADVISORS, LLC is headquartered in SOUTHPORT, CT.
5TH STREET ADVISORS, LLC serves 92 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, 5TH STREET ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
5TH STREET ADVISORS, LLC manages $463 million in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, 5TH STREET ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 646
Discretionary Accounts: 627
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 140165
Last Filing Date: 2024-12-19 00:00:00
Website: https://5thstreetadvisors.com