DESTINY ADVISORS LLC
CRD #312099 SEC #801-123048 AUSTIN, TX 415-639-9966
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $70M | $70M | $0 | 4 | 0 |
| Mar 2024 | $53.5M | $53.5M | $0 | 5 | 0 |
| Nov 2023 | $61.9M | $61.9M | $0 | 6 | 0 |
| Mar 2023 | $61.9M | $61.9M | $0 | 6 | 0 |
| Nov 2022 | $100M | $100M | $0 | 6 | 0 |
| Jun 2022 | $100M | $100M | $0 | 6 | 0 |
DateMar 2025
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients0