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504 FUND ADVISORS, LLC
504 FUND ADVISORS, LLC
WILMINGTON, North Carolina
·
9 registered advisors
·
CRD# 169663
SEC# 801-80810
1
440-829-8413
01
Firm Overview
AUM
$49M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at 504 FUND ADVISORS, LLC
9 registered advisors
Daniel Vincent Oconnell
WILMINGTON, North Carolina
CRD# 5580689
David George Lucht
WILMINGTON, North Carolina
CRD# 6460589
Elijah Vaughn Gordy
WILMINGTON, North Carolina
CRD# 1450638
Gregory Lee Gibson
WILMINGTON, North Carolina
CRD# 6504260
Jordan M Blanchard
WILMINGTON, North Carolina
CRD# 6225239
Mark Arthur Elste
WILMINGTON, North Carolina
CRD# 200695
Robert Oliver Judge
WILMINGTON, North Carolina
CRD# 1161592
Roger Lance Weston
WILMINGTON, North Carolina
CRD# 4613442
William Leaford Williams
WILMINGTON, North Carolina
CRD# 6460598
05
Office Locations
WILMINGTON, North Carolina
9 advisors
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Data sourced from SEC Form ADV filings. 504 FUND ADVISORS, LLC (CRD# 169663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.