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5TH STREET ADVISORS, LLC
CRD 140165 · SEC 801-68066
107 JOHN STREET, SOUTHPORT, CT, 06890, United States
Phone
203-327-1212
Fax
203-541-0953
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$524.5M
Discretionary AUM
$361.1M
Team
7 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $35.4M |
| High net worth individuals | 92 | $277.0M |
| Pension/profit sharing plans | 11 | $162.9M |
| Corporations/business entities | 4 | $49.1M |
States served
CA, CO, DE, DC, IL, LA, MD, MA, NJ, NY, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD