$65.8M Total AUM
$65.8M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-20-2013
- Office Locations
- 1
Office Locations
-- Juno Beach FL
About TAK Advisory
TAK Advisory LLC provides financial planning and investment management for individuals and families, including trustees and conservators, with support for retirement and savings goals. Based on its disclosed managed-account mix, portfolios are primarily ETF-based with a meaningful allocation to U.S. government/agency bonds. Primary custodian: Charles Schwab & Co.
Team overview
-- AVG AGE
$65.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LAONGDAO SUPPASETTAWAT
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5359814
- Ownership
- 75% or more
Available
Available
Available
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,820,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,820,347 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing