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Private Advisor

Private Advisor is an investment advisor in Morristown with $30.09B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273463733
SEC advisor number
801-72060
FINRA CRD number
155216
AUM ?
$30.09B (as of 30 Sep 21)
Accounts
103,826 (as of 30 Sep 21)
Employees
651 (649 investment advisory or research)
Address
Private Advisor
65 MADISON AVENUE
MORRISTOWN
NJ 07960
Phone
973-538-7010

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1988 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$561.57M 3.97M
$372.43M 867.85K
$269.85M 1.34M
$269.03M 954.28K
$258.02M 720.8K
$239.49M 1.01M
$227.64M 1.03M
$223.3M 67.98K
$194.55M 1.76M
$191.99M 445.64K
$191.05M 1.41M
Sprott Physical Gold & Silve
$177.65M 10.37M
$172.06M 12.47M
$170.21M 431.56K
$157.05M 541.24K
$156.59M 3.1M
$127.51M 583.09K
$120.08M 2.39M
$110.26M 403.98K
$106.61M 389.04K
$97.89M 606.14K
Vanguard Specialized Funds
$94.88M 617.74K
$94.6M 35.49K
$89.67M 600.52K
$88.11M 806.94K
$86.2M 963.72K
$85.02M 4.14M
First TR Value Line Divid In
$84.61M 2.16M
$82.08M 960.58K
$79.28M 1.06M
$79.08M 1.5M
$78.22M 1.48M
$77.87M 557K
$75.71M 290.97K
$75.56M 97.43K
$74.93M 1.02M
$73.57M 470.07K
$73.53M 27.5K
$72.04M 347.77K
$71.25M 209.94K
$71.16M 434.75K
$69.2M 2.32M
$67.49M 398.94K
$66.7M 406.16K
$66.42M 202.32K
$65.85M 439.51K
Vanguard Intl Equity Index F
$65.41M 642.37K
$64.35M 1.04M
$61.76M 442.4K
$61.6M 234.15K
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings