C
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2020
- Office Locations
- 1
Office Locations
45 Rockefeller Plaza, 20th Floor NEW York NY
About Customers' Yachts Advisers, Inc.
Customers' Yachts Advisers, Inc. is a NEW York-based RIA. The firm has been operating for 6 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$923.1K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Investment Themes
Available
Services
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Owner & Executives
A
ANTONY RICHARD MOTT
Chief Executive Officer, Principal
- CRD
- #5816381
- 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 | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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