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PREDICATE INVESTMENT ADVISORS

SCOTTSDALE, AZ · CRD 325711 · IAPD ↗ · 602-245-5990

$20.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
February 2024 — PREDICATE INVESTMENT ADVISORS (SCOTTSDALE, AZ) left the SEC roster — its 120-day provisional registration did not convert (was $20.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.