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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| A Smarter Way to Invest Inc
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|---|---|
| CRD # | 166170 |
| SEC # | 801-110895 |
| CIK # | |
| AUM | $112.2 M (2025-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 810-588-6178 |
| Address | 1024 E Grand River Ave Brighton, MI 48116 |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 0 | 0.0 |
| (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 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 111.9 |
| (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 | 770 | 112.2 |
| By Discretionary | ||
| Discretionary | 745 | 111.9 |
| Non-Discretionary | 25 | 0.3 |
| Total | 770 | 112.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.2 | |
| Total | 770 | 112.2 |
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|---|---|---|
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PA | 0.1 |
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OK | 0.1 |
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KY | 0.1 |
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The Sherry Group Inc
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AR | 0.1 |
|
MFG Wealth Management Inc
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IN | 0.1 |
|
Enduring Wealth Advisors LLC
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CA | 0.1 |
|
Carolina Strategy LLC
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|
0.1 | |
|
Main Line Group Wealth Management LLC
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|
0.1 | |
|
October Effect Ltd
✚
|
VA | 0.1 |