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| Happy Holidays!! thanks for using AUM13F!! |
| Amerant Investments Inc
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| CRD # | 117284 |
| SEC # | 801-61889 |
| CIK # | 0001146222 |
| AUM | $688.2 M (2025-07-03) |
| Employees | 41 (37% Investors, 80% Brokers) |
| Phone | 305-460-8599 |
| Address | 220 Alhambra Circle Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 83.4 |
| (b) Individuals (high net worth individuals) | 173 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 166 | 353.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,194 | 688.2 |
| By Discretionary | ||
| Discretionary | 908 | 394.9 |
| Non-Discretionary | 286 | 293.3 |
| Total | 1,194 | 688.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 490.2 | |
| United States Persons | 198.0 | |
| Total | 1,194 | 688.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parisi Gray Wealth Management LLC
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|
NJ | 0.7 |
|
Peterson Wealth Advisors LLC
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|
UT | 0.7 |
|
Atlas Private Wealth Advisors LLC
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|
NJ | 0.7 |
|
Uptick Partners LLC
✚
|
TX | 0.7 |
|
Arcadia Investment Management Corp
✚
|
MI | 0.7 |
|
Centerpoint Advisors LLC
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|
MA | 0.7 |
|
Victory Financial Group LLC
✚
|
TX | 0.7 |
|
Financial Focus LLC
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|
CA | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |