A
$533.7M Total AUM
$533.7M Disc. AUM
8.5% 3Y CAGR
6 Employees
54 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1994
- Office Locations
- 3
Office Locations
4512 N. Flagler Drive Suite 201 West Palm Beach FL
-- -- --
-- -- FL
About Affiliated Private Investors LLC
Affiliated Private Investors LLC is a West Palm Beach-based RIA with 3 offices. The firm has been operating for 31 years. Managing $533.7M in total assets under management, with 2 advisory representatives. They custody assets with Northern Trust.
Team overview
58 AVG AGE
$266.9M AVG AUM / ADVISOR
$9.9M AVG AUM / CLIENT
21.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
B
BRIAN JOHN MCNALLY
Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ADRIENNE MARY GILL
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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K
Kristian Horvei
Partner
- CRD
- --
Available
Available
Available
D
Drew McLaughlin
Investment Advisor
- CRD
- --
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $533,716,823 | $9,883,645 |
| Non-Discretionary | $0 | -- |
| Total | $533,716,823 | $9,883,645 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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