C
CRD: 140062
CK Advisors, LLC
RYE, NY
9145888030
$96.7M Total AUM
$96.7M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2009
- Office Locations
- 2
Office Locations
-- RYE NY
-- Wilmette IL
About CK Advisors, LLC
CK Advisors, LLC is a RYE-based RIA with 2 offices. The firm has been operating for 17 years. Managing $96.7M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
65 AVG AGE
$48.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Signal Unison foundation Prime
Client Personas
Peak momentum
Investment Vehicles
Capital vector Value
Services
Fusion
Owner & Executives
DANIEL KENNETH CANTOR
Chief Compliance Officer, Managing Member
- CRD
- #5125936
- Ownership
- 50% but less than 75%
(394) 462-5265
bridge.atlas@foundationcapital.com
in linkedin.com/in/ember-signal
J
JEFFREY CHRISTIAN KINZEL
Investment Advisor, Managing Member
- CRD
- #2161834
- Ownership
- 50% but less than 75%
(401) 615-9822
insight.pathway@valuecapital.com
in linkedin.com/in/crest-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,656,470 | $2,056,521 |
| Non-Discretionary | $0 | -- |
| Total | $96,656,470 | $2,056,521 |
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Separately Managed Accounts
Total SMA Asset: $96,656,470
Equity - Exchange:
13.1% U.S. Government/Agency:
28.0% Public Funds:
17.9% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,120,579,735 | 13.1% |
| U.S. Government/Agency | $2,395,132,257 | 28.0% |
| Public Funds | $1,531,173,836 | 17.9% |
| Cash | $3,507,157,947 | 41.0% |
| Total | $8,554,043,775 | 100.0% |