Public Advisors LLC

RIASEC Registered
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 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

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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