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Building 2ADDICUS ADVISORY, LLC

Map pinTUPELO, MS
Phone877-294-8658
NotebookSEC #801-122401
Total AUM
$274.8M
Employees
23
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 W. FRANKLIN STREET
TUPELO
MS 38804
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
877-294-8658
Other Offices
1

ReceiptFinancials

Total AUM
$274.8M
Accounts
181
Discretionary
$130.4M
Accounts
39
Non-Discretionary
$144.4M
Accounts
142

ContactClients

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HNW Individual Clients
142
AUM
$144.4M
Pooled Vehicle Clients
48
AUM
$130.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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Affiliates
Reported 46 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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