RIA Intel›Advisers›Arizona›EXECUTIVE ASSET ADVISORS LLC

EXECUTIVE ASSET ADVISORS LLC

Advisory

AZ

Data as of Apr 24, 2023 · Source: SEC Form ADV

Average account

$900K

across 14 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2023.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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ALPHA FINANCIAL NORDIC LLC

FOUNTAIN HILLS, AZ

$13M

IMAGINE FINANCIAL SERVICES LLC

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