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MARBLE TRAIL ADVISORS

ADDISON ADVISORS LLC

CRD 154744 · SEC 801-115308

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88 MAIN STREET, MIDDLEBURY, VT, 05753, United States

Phone

802-388-6300

Fax

802-989-7569

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$582.7M

Discretionary AUM

$581.8M

Team

9 total employees; 6 advisory reps; 7 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals180$95.5M
High net worth individuals188$483.4M

States served

VT, CA, ME, MA, NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD