$1.5M Total AUM
$469 Disc. AUM
-- 3Y CAGR
3 Employees
91 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
-- Cleveland Heights OH
About THE Zillennial Advisors
THE Zillennial Advisors is a Cleveland Heights-based RIA. The firm has been operating for 3 years. Managing $1.5M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$495.0K AVG AUM / ADVISOR
$16.3K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Owner & Executives
C
Chloe S Barroukh
--
- CRD
- #7145236
- Ownership
- Less than 5%
Available
Available
Available
C
CARLIN DAVID THEODORE JACKSON
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469 | $94 |
| Non-Discretionary | $1,484,405 | $26,507 |
| Total | $1,484,874 | $24,342 |
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Separately Managed Accounts
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| Other | Available | Available |
| Total | Available | Available |
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