E Six Thirteen, Llc (Mandeville)
E Six Thirteen, Llc Is a Large Advisory Firm Based in Mandeville. It Manages $232.31 Million of Regulatory Assets for 219 Client Accounts. It Has Been...
E Six Thirteen, LLC is a large advisory firm based in Mandeville. It manages $232.31 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado, Indiana, Louisiana, and Texas.
E Six Thirteen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
E Six Thirteen: assets under management
The assets under management (AUM) of E Six Thirteen, LLC is $232.31 million. The firm's AUM has grown by 127% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $105.86 million in discretionary accounts and $126.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $566.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.95 million.
Investments
The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 30% of the firm’s portfolio. Investments in investment and business development companies form 8% of the total invested assets.
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