ONYX BRIDGE WEALTH GROUP LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$296.9M
Peer Group AUM Range
$282.1M - $311.6M
Sample Size
441
Firm Age (Years)
PEER GROUP AVERAGE
11
Structure
PEER GROUP AVERAGE
Limited Liability Company (282 firms)
Discretionary Accounts
PEER GROUP AVERAGE
474
Discretionary AUM
PEER GROUP AVERAGE
$267.1M
Non-Discretionary Accounts
PEER GROUP AVERAGE
41
Non-Discretionary AUM
PEER GROUP AVERAGE
$29.0M
Total Clients
PEER GROUP AVERAGE
232
Total AUM
PEER GROUP AVERAGE
$296.1M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
10
Investment Advisors
PEER GROUP AVERAGE
6
Registered Representatives
PEER GROUP AVERAGE
1
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
7.5%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
14
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 427 Firms Yes
Hourly Charges No 261 Firms Yes
Subscription Fees No 438 Firms No
Fixed Fees Yes 225 Firms Yes
Commissions No 428 Firms No
Performance Based Fees No 322 Firms No
Other No 396 Firms No

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