A
$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2013
- Office Locations
- 1
Office Locations
-- Fort Collins CO
About Adage Investment Advisors, L.l.c.
Adage Investment Advisors, L.l.c. is a Fort Collins-based RIA. The firm has been operating for 12 years. Managing $14.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL STANTON HUEBNER
Chief Compliance Officer
- CRD
- #2550010
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,460,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,460,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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