Affiliated Private Investors LLC
Affiliated Private Investors LLC is an SEC-registered wealth manager in West Palm Beach, FL with $533.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Affiliated Private Investors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111545, SEC 801-49946, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $533.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- West Palm Beach, FL
- Employees
- 6
- Clients
- 27
- CRD
- 111545
- Ownership
- MCNALLY, BRIAN, JOHN; GILL, ADRIENNE, MARY; HORVEI, KRISTIAN, JOHN
How much AUM does Affiliated Private Investors LLC have?
Affiliated Private Investors LLC reported $533.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Affiliated Private Investors LLC?
Disclosed owners and executives of Affiliated Private Investors LLC include MCNALLY, BRIAN, JOHN, GILL, ADRIENNE, MARY, HORVEI, KRISTIAN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.