The ADVISORS' PRIDE INC. is a privately held investment adviser that advises $1.25Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ADVISORS' PRIDE INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 47.39% over the last 5-years.
The Group has been registered with the SEC for 11.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 19 office locations with their Headquarters at 100 W. LAWRENCE STREET SUITE 304, APPLETON, WI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 66 employees comprised of 66 investment and 0 non-investment staff. The total number of Employees increased by 144.44% over the last 5-years.
Their $1.25Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 35 other accounts. Assets of Individuals clients own $855.25mn or 68.43% of Total Assets and High Net Worth Individuals own $382.39mn or 30.6% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ADVISORS' PRIDE INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In ADVISORS' PRIDE INC.'s case, they have 7 business conditions that require high process maturity and 0 Watch Factors.