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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 07-08-2016
- Office Locations
- 2
Office Locations
About Allstreet Capital LLC
AllStreet Capital is an independent, SEC-registered RIA providing holistic financial planning and discretionary portfolio management for individuals and families, including retirement, estate/trust and philanthropic planning. Portfolios follow a disciplined, tax-efficient process focused on risk-adjusted returns using low-cost, liquid strategies (often ETFs). Led by former Smith Barney/UBS/Morgan Stanley senior PMs; custody includes Fidelity/NFS.
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Owner & Executives
SEAN ANTHONY RICHARDSON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2760672
- Ownership
- 50% but less than 75%
MAX DAVID LILE
Managing Member
- CRD
- #2648652
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,000,000 | $458,947 |
| Non-Discretionary | $0 | -- |
| Total | $218,000,000 | $458,947 |
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Separately Managed Accounts
Total SMA Asset: $218,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,019,528,805 | 34.2% |
| U.S. Government/Agency | $814,897,588 | 13.8% |
| Equity - OTC | $1,801,041,770 | 30.5% |
| Municipal Bonds | $1,269,586,822 | 21.5% |
| Total | $5,905,054,985 | 100.0% |