ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.
Legal name: AVELLINO FINANCIAL ADVISORS, INC.
CRD #164805 SEC #801-107924 HILLSIDE, IL 855-885-1650
SEC Registered
Total AUM
$9M
Discretionary
$9M
Employees
3
Clients
0
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $9M | $9M | $0 | 3 | 0 |
| Oct 2020 | $12.2M | $12.2M | $0 | 3 | 0 |
| Jul 2019 | $12.2M | $12.2M | $0 | 4 | 0 |
| Jun 2019 | $26.6M | $26.6M | $0 | 5 | 0 |
| Jan 2019 | $26.6M | $26.6M | $0 | 5 | 0 |
| Jul 2018 | $26.6M | $26.6M | $0 | 5 | 0 |
| Jun 2018 | $26.6M | $26.6M | $0 | 5 | 0 |
| Oct 2017 | $28.9M | $28.9M | $0 | 12 | 0 |
| Jun 2017 | $12.5M | $12.5M | $0 | 10 | 26 |
| Jun 2017 | $12.5M | $12.5M | $0 | 10 | 26 |
| May 2017 | $12.5M | $12.5M | $0 | 10 | 26 |
| Mar 2017 | $12.5M | $12.5M | $0 | 10 | 26 |
| Feb 2017 | $12.5M | $12.5M | $0 | 10 | 26 |
| Aug 2016 | $2.3M | $2.3M | $0 | 5 | 11 |
| Aug 2016 | $2.3M | $2.3M | $0 | 5 | 11 |
| Jun 2016 | $2.3M | $2.3M | $0 | 5 | 11 |
| Jun 2016 | $2.3M | $2.3M | $0 | 5 | 11 |
| May 2016 | $2.3M | $2.3M | $0 | 5 | 11 |
DateJun 2021
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients26
DateJun 2017
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients26
DateMay 2017
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients26
DateMar 2017
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients26
DateFeb 2017
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients26
DateAug 2016
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients11
DateAug 2016
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients11
DateJun 2016
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients11
DateJun 2016
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients11
DateMay 2016
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients11