Also known as advisor logistics
Advisor Logistics is an outsourced trading and portfolio operations provider for independent registered investment advisors, based in Boerne, Texas, founded in 2018. It states that it manages more than 30,000 accounts and over $8 billion in assets across custodians. The firm implements, administers and trades portfolios designed by its advisor clients. Services include portfolio overlay management with daily monitoring, rebalancing and tax-loss harvesting, execution services such as block and FIX trading with multi-custodian order routing, and custom trading solutions covering household-level trading, custom allocation models, direct indexing, fixed income, UMA and UMH programs and alternative investment coordination.
Public regulatory records matched to Advisor Logistics from SEC and IRS filings.
Public filings matched to Advisor Logistics across SEC, IRS, DOL and international registers — newest first.
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Advisor Logistics is a wealth manager based in Boerne, United States, managing approximately $6.3B in assets.
Advisor Logistics is headquartered in Boerne, United States.
Advisor Logistics manages approximately $6.3B in assets under management.
Advisor Logistics was founded in 2018.
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