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Actium LLC
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CRD # | 140099 |
SEC # | 801-70678 |
CIK # | |
AUM | $405.8 MM (2023-03-31) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 616-871-0751 |
Address | 4280 Cascade Road SE Grand Rapids, MI 49546 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,376 | 405.8 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,376 | 405.8 |
By Discretionary | ||
Discretionary | 1,371 | 403.5 |
Non-Discretionary | 5 | 2.3 |
Total | 1,376 | 405.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 405.8 | |
Total | 1,376 | 405.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Wolff Financial Management LLC
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|
MI | 0.4 |
Melia Wealth LLC
✚
|
OK | 0.4 |
McLaughlin Ryder Investments Inc
✚
|
VA | 0.4 |
Kandor Global Advisors LLC
✚
|
FL | 0.4 |
AIMZ Investment Advisors LLC
✚
|
CA | 0.4 |
Old Peak Finance LLC
✚
|
NC | 0.4 |
FMB Wealth Management
✚
|
CA | 0.4 |
HFG Wealth Management LLC
✚
|
TX | 0.4 |
Bray Capital Advisors LLC
✚
|
FL | 0.4 |
Searle & Co
✚
|
CT | 0.4 |