|
⚲
|
| Antman Lester Murray
✚
| |
|---|---|
| CRD # | 119311 |
| SEC # | 801-69016 |
| CIK # | |
| AUM | $329.3 MM (2024-02-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 866-589-0430 |
| Address | 2601 Jefferson Street Carlsbad, CA 92008 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.1 |
| (b) Individuals (high net worth individuals) | 44 | 322.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 329.3 |
| By Discretionary | ||
| Discretionary | 222 | 329.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 329.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.3 | |
| Total | 222 | 329.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
Walden Wealth Partners LLC
✚
|
OH | 0.3 |
|
Curio Wealth LLC
✚
|
MD | 0.3 |
|
HRC Wealth Management LLC
✚
|
ID | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |
|
Silicon Valley Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.3 |
|
Hoxton Capital Management USA LLC
✚
|
0.3 | |
|
FC Wealth Solutions LLC
✚
|
OH | 0.3 |