San Blas Advisory, Inc.
San Blas Advisory, Inc. is an SEC-registered mass-market adviser with $218.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns San Blas Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296929, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $218.9M (2026-05-28)
- Firm type
- Mass-Market Adviser
- Employees
- 13
- Clients
- 664
- CRD
- 296929
- Ownership
- Rowoldt, John; MCKENZIE, ALEXYS, ULANDO; IFS GROUP, INC.
How much AUM does San Blas Advisory, Inc. have?
San Blas Advisory, Inc. reported $218.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns San Blas Advisory, Inc.?
Disclosed owners and executives of San Blas Advisory, Inc. include Rowoldt, John, MCKENZIE, ALEXYS, ULANDO, IFS GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.