$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2015
- Office Locations
- 1
Office Locations
-- Saint Louis MO
About Vanda Advisers
VANDA ADVISERS is a St. Louis, MO registered investment adviser serving retail clients, with an ESG-aware approach that uses mutual funds and ETFs alongside some real estate exposure and retirement plan work. The firm is owner-led (single-advisor) and appears to custody through providers such as Citibank and SEI.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$583.3K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN PAUL HARRIS
Investment Advisor, Owner
- CRD
- #6530859
- 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 | $1,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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