GREYTOWN ADVISORS INC.

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
$783.8M
Peer Group AUM Range
$745.5M - $822.9M
Sample Size
281
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (173 firms)
Discretionary Accounts
PEER GROUP AVERAGE
751
Discretionary AUM
PEER GROUP AVERAGE
$698.8M
Non-Discretionary Accounts
PEER GROUP AVERAGE
60
Non-Discretionary AUM
PEER GROUP AVERAGE
$84.9M
Total Clients
PEER GROUP AVERAGE
982
Total AUM
PEER GROUP AVERAGE
$783.7M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
37
Investment Advisors
PEER GROUP AVERAGE
14
Registered Representatives
PEER GROUP AVERAGE
11
Licensed Insurance Agents
PEER GROUP AVERAGE
3
Foreign Clients
PEER GROUP AVERAGE
13.4%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
1,377
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 265 Firms Yes
Hourly Charges No 222 Firms No
Subscription Fees No 280 Firms No
Fixed Fees No 165 Firms Yes
Commissions No 277 Firms No
Performance Based Fees No 153 Firms No
Other No 240 Firms Yes

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