← Back to searchVisit website
FINHABITS ADVISORS, LLC
CRD 210522 · SEC 801-104472
413 W 14TH STREET, SUITE 200, NEW YORK, NY, 10014, United States
Phone
212-596-7292
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.0M
Discretionary AUM
$116.0M
Team
11 total employees; 2 advisory reps; 3720 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Subscription fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29460 | $116.0M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD