AFINITIV LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $271K |
| Discretionary | $150K55% of AUM |
| Non-Discretionary | $121K |
| Client Accounts | 7 |
| Avg Account Size | $39K |
| Employees | 2 |
| Peak AUM | $783KAug 2021 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $270,831 | +34.6% | 18.0% | +212.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $270,831 |
| Discretionary | $150,269 |
| Employees | 2 |
| Client Accounts | 7 |
| Client Range | 0 |
Contact & Location
Address
30 NORTH GOULD STREET
SHERIDAN WY 82801
Phone
+61404730453
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Security Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$150,269
55.5% of AUM
Non-Discretionary
$120,562
44.5% of AUM
Disc. mix ▼ 19.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported