RIA Intel›Advisers›California›ANDREW C. KARLINSKI

ANDREW C. KARLINSKI

Advisory

N·IRVINE, CA

Data as of Aug 31, 2022 · Source: SEC Form ADV

Total AUM

$148M

1-Year AUM Growth

+19.4%

3-Year CAGR

0.0%

Employees

5

Assets Under Management

Total AUM$148M

Discretionary AUM$139M

Non-Discretionary AUM$9M

Discretionary %93.8%

Total Clients—

Team

Total Employees5

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingJul 21, 2021

Latest FilingAug 31, 2022

🔒 Full AUM trend chart and 5 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ANDREW C. KARLINSKI

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.