|
⚲
|
| Amazz Investment Management Inc
✚
|
|
|---|---|
| CRD # | 126545 |
| SEC # | 801-85194 |
| CIK # | |
| AUM | $87.4 MM (2023-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-839-5252 |
| Address | 5214 Main Street 200 Williamsville, NY 14221 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 42.5 |
| (b) Individuals (high net worth individuals) | 24 | 44.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 87.4 |
| By Discretionary | ||
| Discretionary | 119 | 87.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 87.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.4 | |
| Total | 119 | 87.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RLC Business Services Inc
✚
|
FL | 0.1 |
|
Weinstat Wealth Management Inc
✚
|
NY | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Clarus Group LLC
✚
|
NY | 0.1 |