A
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2007
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Anvik Advisers LLC
Anvik Advisers LLC is a Mill Valley-based RIA. The firm has been operating for 18 years. Managing $27.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Owner & Executives
J
JAMES CECIL MCLAUGHLIN
Advisor, Managing Member
- CRD
- #823224
- 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 | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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