Investment adviser · CRD 143126
PDR ADVISORS, LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Jun 15, 2021
- Regulatory AUM
- $888M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Insurance companies | 3 | $762,210,056 | 85.9% |
| Other investment advisers | 1 | $89,319,834 | 10.1% |
| Corporations & businesses | 1 | $21,857,054 | 2.5% |
| High-net-worth individuals | 9 | $14,160,264 | 1.6% |
Filing source
Form ADV 1547474 · Jun 15, 2021 · 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: Jun 15, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
6205 MORRISON BLVD, SUITE 114CHARLOTTE, NC, 28211, United States
CRD 143126
Filing source
Form ADV 1547474 · Jun 15, 2021 · 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.