|
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|
| Keyboard |
| Antman Lester Murray
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|
|---|---|
| CRD # | 119311 |
| SEC # | 801-69016 |
| CIK # | |
| AUM | 438.9 M (2026-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 866-589-0430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.2 |
| (b) Individuals (high net worth individuals) | 45 | 429.7 |
| (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 | 222 | 438.9 |
| By Discretionary | ||
| Discretionary | 222 | 438.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 438.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.9 | |
| Total | 222 | 438.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Members Advisory Group LLC
✚
|
NY | 443.2 M |
|
Spiegelman Wealth Management Inc
✚
|
CA | 443.0 M |
|
Templeton Financial Services Inc
✚
|
AZ | 441.8 M |
|
Bates Financial Advisors Inc
✚
|
IL | 439.2 M |
|
Spivak Asset Management LLC
✚
|
CT | 439.1 M |
|
TA Capital Management LLC
✚
|
NJ | 438.9 M |
|
Hendley & Co Inc
✚
|
OH | 438.2 M |
|
Arnold Weitz & Co
✚
|
NE | 438.1 M |
|
August Wealth Advisors LLC
✚
|
CT | 436.6 M |
|
Brandon Financial Planning Inc
✚
|
TN | 434.9 M |