MYRIAD ASSET MANAGEMENT ADVISORS LLC

RIASEC RegisteredEst. 2025
Total AUM
$381M
Discretionary
$381M
100% of AUM
Avg account
$381M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
335546
Registered since
August 11, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Myriad Asset Management Advisors LLC is an SEC-registered advisory firm formed as an LLC that began registration in 2025. The firm serves institutional clients and is organized with both a domestic entity and an individual among its ownership structure. Its primary advisory activity is portfolio management for investment companies, and it bills clients as a percentage of assets under management. Myriad does not position itself as a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • CARL HUTTENLOCHER

    Managing Partner and Chief Investment OfficerCRD 2519124

  • ERIC CHANG

    Chief Operating OfficerCRD 7374583

  • JUSTIN LONG

    Chief Compliance OfficerCRD 7703113

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$174M in ETFs

Passive

100%

$174M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)BlackRockPassiveDiversified Emerging Mkts$79.6M1,141,00345.62%

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
525 Okeechobee Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth