CRD: 167709
Appian Road LLC
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
-- Chestnut Hill MA
About Appian Road LLC
Appian Road LLC is a registered investment adviser serving retail clients. The firm provides portfolio construction and asset-allocation guidance, implemented primarily through ETFs (and mutual funds as applicable), with themes that can include fixed income, real estate, and hedge fund exposure. Custody is through Interactive Brokers.
Team overview
37 AVG AGE
$2.0M AVG AUM / ADVISOR
$125.9K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Investment Themes
Frontier quantum
Investment Vehicles
Foundation capital
Services
Oak
Owner & Executives
D
DAR SANDLER
Managing Member - Cco
- CRD
- #5683039
- Ownership
- 75% or more
(932) 673-3389
matrix.delta@timbercapital.com
in linkedin.com/in/vital-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,014,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,014,957 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,014,957
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,723,925,407 | 100.0% |
| Total | $4,723,925,407 | 100.0% |