Myriad Asset Management Advisors LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 335546
- Registered since
- August 11, 2025
- Website
- www.myriadasset.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Myriad Asset Management Advisors LLC is structured as an institutional registered investment adviser and is registered with the SEC (registration year 2025). The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory focus is portfolio management for investment companies, which suggests it runs mandates tied to pooled or registered vehicles rather than retail wrap accounts. Myriad is not classified as a capital allocator, is not positioned as an ESG-focused investor, and does not describe itself as a pension consultant or a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual, which often indicates a small, closely held firm focused on a limited set of institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 5Active vs passive
$95.1M in ETFs
100%
$95.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN FTSE SOUTH KOREA ETF (FLKR) | Passive | Miscellaneous Region | $23.8M | 396,481 | 25.08% |
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 525 Okeechobee Blvd
- Time zone
- ET (UTC-5)
- Office locations
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