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ADDISON ADVISORS LLC
ADDISON ADVISORS LLC
MARBLE TRAIL ADVISORS
MIDDLEBURY, Vermont
·
2 registered advisors
·
CRD# 154744
SEC# 801-115308
1
802-388-6300
01
Firm Overview
AUM
$431M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS
03
Specialties
Financial Planning
Investment Management
04
Advisors at ADDISON ADVISORS LLC
2 registered advisors
Donald Harvey Devost
MIDDLEBURY, Vermont
CRD# 5831328
Matthew Perry Wootten
MIDDLEBURY, Vermont
CRD# 4386014
05
Office Locations
MIDDLEBURY, Vermont
2 advisors
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Data sourced from SEC Form ADV filings. ADDISON ADVISORS LLC (CRD# 154744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.