$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
4 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
-- Germantown MD
About Poise Investment Advisors
Poise Investment Advisors is a Germantown-based RIA. The firm has been operating for 4 years. Managing $1.3M in total assets under management, with 2 advisory representatives.
Team overview
53 AVG AGE
$650.0K AVG AUM / ADVISOR
$108.3K AVG AUM / CLIENT
1.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sherif Othman
Chief Executive Officer
- CRD
- #7459174
- Ownership
- 50% but less than 75%
Available
Available
Available
H
Hossameldin Abdelkarim
Chief Compliance Officer
- CRD
- #7459214
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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