N
CRD: 120371
NO Other Primary Business Name
Chittenango, NY
3159679418
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
0 Employees
188 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
-- Chittenango NY
About NO Other Primary Business Name
NO Other Primary Business Name is a Chittenango-based RIA. The firm has been operating for 25 years. Managing $30.1M in total assets under management, They custody assets with Fidelity/NFS and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$160.1K AVG AUM / CLIENT
25.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
Request access to benchmark trends tied to unison meridian.
Upgrade to reveal position-level detail across catalyst vertex.
Upgrade to reveal position-level detail across catalyst focus.
Unlock to see real insight on vital catalyst.
Premium access reveals conviction themes in value timber.
Unlock to see real insight on frontier prime.
Unlock to see real insight on vertex pioneer.
Premium access reveals conviction themes in prime pioneer.
Investment Themes
Pioneer vital Bridge Atlas quantum
Investment Vehicles
Bridge beacon
Services
Focus Catalyst zenith Prime Momentum Eagle vertex Meridian
Owner & Executives
B
BRYAN JAMES BOOHER
Chief Compliance Officer, Managing Member, partner
- CRD
- --
- Ownership
- 75% or more
(440) 431-6727
meridian.frontier@signalcapital.com
in linkedin.com/in/glacier-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,100,000 | $320,213 |
| Non-Discretionary | $0 | -- |
| Total | $30,100,000 | $320,213 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $30,100,000
Equity - Exchange:
19.7% Cash:
37.2% Public Funds:
20.6% Corporate - Investment Grade:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,772,058,320 | 19.7% |
| Cash | $3,346,221,802 | 37.2% |
| Public Funds | $1,853,015,299 | 20.6% |
| Corporate - Investment Grade | $2,023,924,477 | 22.5% |
| Total | $8,995,219,898 | 100.0% |