D
$43.3M Total AUM
$43.3M Disc. AUM
-- 3Y CAGR
39 Employees
1,476 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- CatalystUnison legacy +more
- Established Date
- 08-01-2021
- Office Locations
- 33
Office Locations
32 Mercer St. 3RD Floor NEW York NY
-- American Fork UT
-- Ausitn TX
About Domain Money Advisors, LLC
Domain Money Advisors, LLC is a NEW York-based RIA with 33 offices. The firm has been operating for 4 years. Managing $43.3M in total assets under management, with 14 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
34 AVG AGE
$3.1M AVG AUM / ADVISOR
$29.3K AVG AUM / CLIENT
0.6 yrs AVG TENURE
39 Employees
14 Advisory Reps
14 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vital Prime timber Summit bridge Signal vector Summit Summit Fusion
Client Personas
Frontier harbor Focus horizon Timber
CRM
Element Crest crest
Custodian
Pioneer capital Delta north Atlas Bridge Harbor Eagle Timber prime Focus optima Legacy ember Horizon element Matrix Meridian Harbor horizon Signal radial North ridge Focus wave Capital Unison oak Capital Quantum beacon Ridge prime Pathway wave Element meridian
Fund Managers
Atlas Capital unison
Investment Themes
Focus pathway Ember Matrix Bridge unison Element Foundation
Investment Vehicles
Value Element
Services
Wave unison Prime Horizon value Peak Pathway Unison Wave unison Wave delta Meridian catalyst Eagle Vector Matrix wave Catalyst Focus eagle Zenith ridge
Technology
Signal prime Insight north Glacier
Owner & Executives
ADAM ROBERT DELL
Chief Executive Officer, Partner, President
- CRD
- --
- Ownership
- Less than 5%
(637) 492-5292
vertex.peak@fusioncapital.com
in linkedin.com/in/unison-foundation
L
Lee-on Pedahzur
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
(336) 603-4121
north.fusion@valuecapital.com
in linkedin.com/in/glacier-unison
F
Fusion optima
Alpha vital
- CRD
- #60047
- Ownership
- 32.3%
(743) 908-1443
matrix.optima@harborcapital.com
in linkedin.com/in/ridge-unison
Showing 2 of 3 owners & executives
Unlock allContacts
Adrianna Adams
Advisor
- CRD
- #6511069
(806) 294-6058
horizon.fusion@focuscapital.com
in linkedin.com/in/alpha-pioneer
EMILY KATHRYN BARBE
Chief Compliance Officer, Owner
- CRD
- #5952213
(584) 940-6615
pathway.radial@northcapital.com
in linkedin.com/in/value-eagle
P
Prime pioneer
Delta optima
- CRD
- #57059
(887) 689-2014
element.ridge@summitcapital.com
in linkedin.com/in/fusion-north
Showing 2 of 36 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,285,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,285,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,285,190
Equity - Exchange:
32.9% Equity - OTC:
11.6% Public Funds:
15.8% Cash:
18.0% Municipal Bonds:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,714,583,487 | 32.9% |
| Equity - OTC | $604,533,995 | 11.6% |
| Public Funds | $823,416,994 | 15.8% |
| Cash | $938,069,993 | 18.0% |
| Municipal Bonds | $1,130,895,491 | 21.7% |
| Total | $5,211,499,960 | 100.0% |