| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Harvey Devost Control | Principal/Chief Compliance Officer | Under 5% | 2010 |
| Marble Trail Financial, LLC Control | Owner | Over 75% | 2019 |
| Matthew Perry Wootten Control | Principal | Under 5% | 2014 |
Addison Advisors LLC reports $490.2 million in regulatory assets under management on its Form ADV.
Addison Advisors LLC reports 9 employees.
Addison Advisors LLC is based in Middlebury, VT and has been SEC-registered since 2019.
Addison Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 88 Main Street, Middlebury, VT 05753 |
| Phone | 802-388-6300 |
| Fax | 802-989-7569 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $486.8M |
| Non-discretionary | $3.4M |
| Total (RAUM) | $490.2M |