RIA Intel›Advisers›Florida›TIP TOP LLC

TIP TOP LLC

Advisory

Data as of Jan 3, 2024 · Source: SEC Form ADV

Rank in FL

#2,532

of 2,610 advisers by AUM

Average account

$44K

across 12 accounts

Source: SEC Form ADV. Figures as filed Jan 3, 2024.

Total AUM

$526K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$526K

Discretionary AUM$526K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

12 clients

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

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