RIA Intelligence

WHITESTAR ADVISORS, LLC

CRD #124627 SEC #801-62048 BOCA RATON, FL 561-999-9949
SEC Registered
Total AUM
$569.4M
Discretionary
$569.4M
Employees
10
Clients
--
Accounts
28

AUM Over Time

DateMar 2025
Total AUM$569.4M
Discretionary$569.4M
Non-Disc.$0
Employees10
Clients4
DateMar 2024
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees12
Clients12
DateApr 2023
Total AUM$599.6M
Discretionary$599.6M
Non-Disc.$0
Employees10
Clients8
DateMar 2022
Total AUM$572.7M
Discretionary$572.7M
Non-Disc.$0
Employees10
Clients3
DateMar 2021
Total AUM$672.9M
Discretionary$672.9M
Non-Disc.$0
Employees13
Clients3
DateApr 2020
Total AUM$680M
Discretionary$680M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$680M
Discretionary$680M
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$469.5M
Discretionary$469.5M
Non-Disc.$0
Employees13
Clients0
DateApr 2017
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees13
Clients11
DateApr 2016
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients11
DateJul 2015
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees11
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients11
DateJun 2014
Total AUM$1.2B
Discretionary$680.7M
Non-Disc.$525M
Employees11
Clients11
DateApr 2013
Total AUM$1.1B
Discretionary$579.9M
Non-Disc.$512M
Employees9
Clients11
DateMar 2012
Total AUM$906M
Discretionary$431M
Non-Disc.$475M
Employees6
Clients11
DateApr 2011
Total AUM$864M
Discretionary$344M
Non-Disc.$520M
Employees10
Clients--
DateMar 2011
Total AUM$864M
Discretionary$344M
Non-Disc.$520M
Employees10
Clients--
DateMar 2010
Total AUM$775M
Discretionary$350M
Non-Disc.$425M
Employees10
Clients--
DateMar 2007
Total AUM$774.9M
Discretionary$352.7M
Non-Disc.$422.2M
Employees10
Clients--
DateFeb 2006
Total AUM$732.2M
Discretionary$293.2M
Non-Disc.$439M
Employees10
Clients--
DateDec 2003
Total AUM$642M
Discretionary$229.4M
Non-Disc.$412.6M
Employees5
Clients--
DateOct 2003
Total AUM$642M
Discretionary$229.4M
Non-Disc.$412.6M
Employees5
Clients--