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SINCERUS ADVISORY, LLC

UUIDd56ac36d-1bd0-5baf-81df-f4e5805f9de9
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 300559 300559 1.0
sec_file_number 801-119083 801-119083

Profile

Websitehttps://twitter.com/dannryan
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone
Aliases:
  • SINCERUS ADVISORY adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)180,135,846.0
  • RAUM (discretionary)163,526,041.0
  • Actionable assets129,411,559.0
  • Accounts562.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,405,956.0
  • Charitable AUM18,615,598.0
  • HNW AUM97,532,718.0

As of 2025-05-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.