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PRAGMATIC ADVISORS, LLC
CRD 172481
70 S WEST ST, HOMER, NY, 13077, United States
Phone
(607) 749-6419
Fax
(607) 749-7039
Registration
— (—)
Source
State registered
Total AUM
$5.7M
Discretionary AUM
$2.1M
Team
2 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $5.4M |
| Corporations/business entities | 5 | $299K |
Official SEC filing: View on IAPD