|
⚲
|
| 1836 Asset Management LLC
✚
|
|
|---|---|
| CRD # | 313389 |
| SEC # | 801-120979 |
| CIK # | |
| AUM | $360.0 M (2025-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 888-808-8278 |
| Address | 3401 Armstrong Ave Dallas, TX 75205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 360.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 360.0 |
| By Discretionary | ||
| Discretionary | 93 | 138.6 |
| Non-Discretionary | 217 | 221.4 |
| Total | 310 | 360.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.0 | |
| Total | 310 | 360.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Professional Financial Company LLC
✚
|
UT | 0.4 |
|
Match Grade Advisors LLC
✚
|
SC | 0.4 |
|
Rubey & RUST Capital Management LLC
✚
|
0.4 | |
|
Pure Portfolios Holdings LLC
✚
|
OR | 0.4 |
|
Northland Securities Inc
✚
|
MN | 0.4 |
|
H L Ormond & Company LLC
✚
|
NC | 0.4 |
|
Plum Street Advisors LLC
✚
|
0.4 | |
|
LGT Financial Advisors LLC
✚
|
TX | 0.4 |
|
Altus Wealth Management LLC
✚
|
KY | 0.4 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.4 |