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Sincerus Advisory, LLC

● SEC registered since 2020CRD 300559SEC# 801-119083
Export (members)
Reg. AUM
$180.1M
Employees
3
Accounts
562
Location

Sincerus Advisory, LLC assets under management

Sincerus Advisory, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $180.1 million in regulatory assets under management and employs 3 people.

Sincerus Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Thomas Ryan ControlManaging Partner, Cco50-75%2019
David Flores Wilson ControlManaging Partner50-75%2020

Frequently asked questions

How much does Sincerus Advisory, LLC manage?

Sincerus Advisory, LLC reports $180.1 million in regulatory assets under management on its Form ADV.

How many employees does Sincerus Advisory, LLC have?

Sincerus Advisory, LLC reports 3 employees.

Does Sincerus Advisory, LLC disclose fund performance?

Sincerus Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(212) 203-7376
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.5M
Non-discretionary$16.6M
Total (RAUM)$180.1M