$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2021
- Office Locations
- 1
Office Locations
-- Port Washington NY
About THE Playbook Advizor
THE Playbook Advizor is a Port Washington-based RIA. The firm has been operating for 4 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARIANNA PRISCILLA BEDDARD
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6329249
- 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 | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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