Public Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$18.8M
Discretionary
$18.8M
100% of AUM
Avg account
$4.2K
Accounts
4,521
Employees
44
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
318234
Registered since
March 24, 2022
Website
public.com
Custodians
APEX CLEARING CORPORATION
Fee structure
Percentage of AUM
Client types
  • HNWI50.3%
  • Individuals49.7%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Public Advisors LLC is a limited liability company that registered with the SEC in 2022 and operates as a non-independent retail registered investment adviser. The firm provides fee-based portfolio management aimed at individuals and families, as well as small-business clients, charging a percentage of assets under management. It reports a broker‑dealer affiliation and is not structured as a multi-state adviser or pension consultant. Public Advisors does not identify as an active ESG investor and is not designated as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: US Government Bonds 63%, Exchange Traded Equities 36%, Cash & Cash Equivalents 1%63%
  • US Government Bonds63%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Jack Chen

    Chief Compliance OfficerCRD 7677852

  • Stephen Sikes

    Stephen Sikes

    COOCRD 6912545

Contacts

3 of 7
  • Maria Keith

    Maria Keith

    Compliance ManagerCRD 4785779

  • Austin McClure

    Austin McClure

    Customer Experience RepresentativeCRD 7397422

  • Jonathan Lopez

    Jonathan Lopez

    TraderCRD 7351448

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
530 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth