NOTE ADVISORS, LLC
CRD #171466 SEC #801-79807 BUFFALO, NY (716) 256-1682
SEC Registered
Total AUM
$382.2M
Discretionary
$382M
Employees
9
Clients
101
Accounts
1,010
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $382.2M | $382M | $239.1K | 9 | 0 |
| Sep 2024 | $292.5M | $292.4M | $103.7K | 8 | 0 |
| Mar 2024 | $292.5M | $292.4M | $103.7K | 8 | 0 |
| Mar 2023 | $198.9M | $198.2M | $746K | 8 | 0 |
| Mar 2022 | $196.8M | $196.1M | $740.6K | 8 | 0 |
| Mar 2021 | $142.9M | $142.7M | $236.4K | 6 | 0 |
| Oct 2020 | $117M | $116.8M | $219.2K | 6 | 0 |
| Oct 2020 | $117M | $116.8M | $219.2K | 6 | 0 |
| Jun 2020 | $117M | $116.8M | $219.2K | 6 | 0 |
| Mar 2020 | $117M | $116.8M | $219.2K | 6 | 0 |
| Oct 2019 | $90.8M | $90.8M | $0 | 5 | 0 |
| Mar 2019 | $90.8M | $90.8M | $0 | 5 | 0 |
| Mar 2018 | $74.5M | $74.3M | $164.4K | 6 | 0 |
| Mar 2017 | $57.1M | $56.9M | $151K | 6 | 200 |
| Jan 2017 | $49.3M | $49.3M | $30K | 5 | 200 |
| Oct 2016 | $49.3M | $49.3M | $30K | 5 | 200 |
| Mar 2016 | $49.3M | $49.3M | $30K | 5 | 200 |
| Feb 2015 | $54.1M | $54.1M | $0 | 5 | 100 |
| Sep 2014 | $36.4M | $36.4M | $0 | 3 | 0 |
| Sep 2014 | $36.4M | $36.4M | $0 | 3 | 0 |
| Aug 2014 | $0 | $0 | $0 | 3 | 0 |
| Aug 2014 | $0 | $0 | $0 | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$382.2M
Discretionary$382M
Non-Disc.$239.1K
Employees9
Clients0
DateSep 2024
Total AUM$292.5M
Discretionary$292.4M
Non-Disc.$103.7K
Employees8
Clients0
DateMar 2024
Total AUM$292.5M
Discretionary$292.4M
Non-Disc.$103.7K
Employees8
Clients0
DateMar 2023
Total AUM$198.9M
Discretionary$198.2M
Non-Disc.$746K
Employees8
Clients0
DateMar 2022
Total AUM$196.8M
Discretionary$196.1M
Non-Disc.$740.6K
Employees8
Clients0
DateMar 2021
Total AUM$142.9M
Discretionary$142.7M
Non-Disc.$236.4K
Employees6
Clients0
DateOct 2020
Total AUM$117M
Discretionary$116.8M
Non-Disc.$219.2K
Employees6
Clients0
DateOct 2020
Total AUM$117M
Discretionary$116.8M
Non-Disc.$219.2K
Employees6
Clients0
DateJun 2020
Total AUM$117M
Discretionary$116.8M
Non-Disc.$219.2K
Employees6
Clients0
DateMar 2020
Total AUM$117M
Discretionary$116.8M
Non-Disc.$219.2K
Employees6
Clients0
DateOct 2019
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$74.5M
Discretionary$74.3M
Non-Disc.$164.4K
Employees6
Clients0
DateMar 2017
Total AUM$57.1M
Discretionary$56.9M
Non-Disc.$151K
Employees6
Clients200
DateJan 2017
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$30K
Employees5
Clients200
DateOct 2016
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$30K
Employees5
Clients200
DateMar 2016
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$30K
Employees5
Clients200
DateFeb 2015
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees5
Clients100
DateSep 2014
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2014
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0