DBA: N1 ADVISORS
| Total AUM | $445.5M |
| Discretionary | $445.5M100% of AUM |
| Client Accounts | 474 |
| Avg Account Size | $940K |
| Employees | 7 |
| Peak AUM | $1.36BMar 2011 |
| AUM CAGR | +13.0% /yrover 18 yrs · 55 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $445M | +13.3% | +15.5% | +8.9% | |
| Discretionary AUM | |||||
| Total AUM | $445.5M |
| Discretionary | $445.5M |
| Employees | 7 |
| Client Accounts | 474 |
| Client Range | 51-100 |
Address
131 CONTINENTAL DRIVE
NEWARK DE 19713-0000
Phone
302-731-1326
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$445M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$445M
| $445M |
| +13.3% |
| +15.5% |
| +8.9% |
| Total Accounts | 474 | +1.3% | +2.6% | +3.7% |
| Avg Account Size | $939,788.795 | +11.9% | +12.6% | +5.0% |
| Employees | 7 | 0.0% | 4.4% | 0.0% |
| AUM / Employee | $64M | +13.3% | +20.7% | +8.9% |
Client AUM Segments | |||||
| Wealth AUM | $380M | +14.6% | +15.0% | +9.8% | |
| Institutional AUM | $66M | +6.8% | +18.6% | +4.4% | |
Client Count Segments | |||||
| HNW Clients | 90 | +11.1% | +7.2% | +7.7% | |
| Institutional | 20 | 4.8% | 0.0% | 1.9% | |
| Individuals | 104 | +5.1% | +7.0% | +3.2% | |