Investment adviser · CRD 175013
HONEST DOLLAR
Investment adviser filing (IA)
HONEST ADVISORS, LLC
NEW YORK, NY, United States · Form ADV filed May 30, 2018
- Regulatory AUM
- $2.15M Form ADV · Item 5.F
- Client accounts
- 1,477 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,477 | $2,146,466 | 100.0% |
Filing source
Form ADV 1221003 · May 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 30, 2018. View historical filings
Reported services
Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
200 WEST STREETNEW YORK, NY, 10282, United States
CRD 175013
Filing source
Form ADV 1221003 · May 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.