DBA: SAWYER FALDUTO ASSET MANAGEMENT, LLC
| Total AUM | $896.5M |
| Discretionary | $896.5M100% of AUM |
| Client Accounts | 961 |
| Avg Account Size | $933K |
| Employees | 6 |
| Peak AUM | $4.24BMar 2021 |
Total AUM
$897M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $897M | +22.6% | +4.5% | 26.7% | |
| Discretionary AUM | |||||
| Total AUM | $896.5M |
| Discretionary | $896.5M |
| Employees | 6 |
| Client Accounts | 961 |
Address
589 S. YORK STREET
ELMHURST IL 60126
Phone
630-941-8560
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$897M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $897M |
| +22.6% |
| +4.5% |
| 26.7% |
| Total Accounts | 961 | +9.6% | +8.9% | +10.0% |
| Avg Account Size | $932,908.262 | +11.8% | 4.0% | 33.4% |
| Employees | 6 | 0.0% | 5.0% | 3.0% |
| AUM / Employee | $149M | +22.6% | +10.0% | 24.4% |
Client AUM Segments | |||||
| Wealth AUM | $187M | +20.5% | +19.3% | +15.5% | |
| Institutional AUM | $701M | +23.4% | +1.3% | 29.9% | |
| Other AUM | $9M | +4.2% | +58.1% | +9.6% | |
Client Count Segments | |||||
| HNW Clients | 203 | +9.1% | +6.3% | +9.8% | |
| Institutional | 246 | +2.5% | +0.8% | +2.3% | |
| Individuals | 50 | +19.0% | +21.3% | +10.8% | |