CRD: 157986
Bankschannel Advisors, LLC
$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-2012
- Office Locations
- 1
Office Locations
-- Roanoke VA
About Bankschannel Advisors, LLC
Bankschannel Advisors, LLC is a Roanoke-based RIA. The firm has been operating for 14 years. Managing $13.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$299.4K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW DOUGLAS SHERMAN
Chief Compliance Officer, Managing Partner, President
- CRD
- #5974363
- 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 | $13,173,332 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,173,332 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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