Advisuite

RIAState Registered

Total AUM

$12M

Discretionary

$3.8M

32% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 329395
Custodians: THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Pension & Profit Sharing Plans68.25%
Individuals31.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisuite LLC is an independent registered investment adviser organized as a limited liability company that acts as a capital allocator for both individual and institutional clients. The firm charges asset-based fees (and other fee arrangements) and provides portfolio management for individuals and small businesses as well as for businesses or institutions. Advisuite also conducts selection-of-other-advisers work, indicating it outsources or allocates to third‑party managers when appropriate. The firm does not identify as an active ESG investor.