Public Advisors LLC
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
FINTRXOverview
Public Advisors LLC is a non-independent, retail-focused registered investment adviser organized as an LLC that manages portfolios for individual clients and small businesses. The firm charges clients a percentage of assets under management and identifies individual and family households as its core client base. Its advisory services center on portfolio management rather than institutional consulting or pension work. The firm is SEC-registered (registration year 2022) and operates across multiple states. Public Advisors reports affiliations with broker-dealer and futures commission merchant channels. It does not position itself as a capital allocator and indicates it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds63%
- Exchange Traded Equities36%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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