Overview
Assets Under Management: $238 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 13
Average Client Assets: $6.5 million
Frequently Asked Questions
ALGONQUIN 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 #114021), ALGONQUIN ADVISORS LLC is subject to fiduciary duty under federal law.
ALGONQUIN ADVISORS LLC is headquartered in GREENWICH, CT.
ALGONQUIN ADVISORS LLC serves 13 high-net-worth clients according to their SEC filing dated September 18, 2018. View client details ↓
According to their SEC Form ADV, ALGONQUIN ADVISORS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ALGONQUIN ADVISORS LLC manages $238 million in client assets according to their SEC filing dated September 18, 2018.
According to their SEC Form ADV, ALGONQUIN ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.28%
Average Client Assets: $6.5 million
Total Client Accounts: 27
Discretionary Accounts: 23
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 114021
Filing ID: 1241322
Last Filing Date: 2018-09-18 16:10:00