$6.7K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2016
- Office Locations
- 1
Office Locations
1015 7TH AVE N St. Petersburg FL
About American Dream
American Dream is a St. Petersburg-based RIA. The firm has been operating for 9 years. Managing $6.7K in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$6.7K AVG AUM / ADVISOR
$3.4K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
C
Caroline Cziesla
Chief Compliance Officer, FOUNDER, Managing Member, Owner
- CRD
- #3206386
- 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 | $0 | -- |
| Non-Discretionary | $6,703 | -- |
| Total | $6,703 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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