MYRIAD ASSET MANAGEMENT ADVISORS LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 335546
- Registered since
- August 11, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Myriad Asset Management Advisors LLC is an SEC-registered advisory firm formed as an LLC that began registration in 2025. The firm serves institutional clients and is organized with both a domestic entity and an individual among its ownership structure. Its primary advisory activity is portfolio management for investment companies, and it bills clients as a percentage of assets under management. Myriad does not position itself as a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state or pension consultant adviser.
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
Owners & executives
3 of 3CARL HUTTENLOCHER
Managing Partner and Chief Investment OfficerCRD 2519124
ERIC CHANG
Chief Operating OfficerCRD 7374583
JUSTIN LONG
Chief Compliance OfficerCRD 7703113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$174M in ETFs
100%
$174M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $79.6M | 1,141,003 | 45.62% |
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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