DBA: MONEYLION
| Total AUM | $12.4M |
| Discretionary | $11.9M96% of AUM |
| Non-Discretionary | $446K |
| Client Accounts | 738,184 |
| Avg Account Size | $16.751 |
| Employees | 13 |
| Peak AUM | $42.6MJul 2019 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $12M | +10.0% | +4.7% | 5.8% | |
| Discretionary AUM | |||||
| Total AUM | $12.4M |
| Discretionary | $11.9M |
| Employees | 13 |
| Client Accounts | 738184 |
| Client Range | 0 |
Address
249-245 W 17TH ST
NEW YORK NY 10011
Phone
212-300-9865
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$12M
96.4% of AUM
Non-Discretionary
$446,111
3.6% of AUM
Disc. mix ▼ 0.7pp vs 1 year ago
Custody
Total AUM
$12M
| $12M |
| +9.2% |
| +3.6% |
| 6.5% |
| Non-Disc. AUM | $446,111 | +36.7% | +144.1% | — |
| Total Accounts | 738k | +8.7% | +12.2% | +16.1% |
| Avg Account Size | $16.751 | +1.2% | 6.7% | 18.9% |
| Employees | 13 | 7.1% | +2.7% | +3.4% |
| AUM / Employee | $951,196.462 | +18.4% | +2.0% | 8.9% |
Client AUM Segments | |||||
| Wealth AUM | $12M | +10.0% | +4.7% | 5.8% | |
Client Count Segments | |||||
| HNW Clients | 733k | +8.5% | +11.9% | +15.9% | |