|
⚲
|
| Asset Management for Professionals Inc
✚
| |
|---|---|
| CRD # | 108712 |
| SEC # | 801-56387 |
| CIK # | |
| AUM | $433.7 MM (2024-07-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 414-332-1011 |
| Address | 421 E Silver Spring Drive Whitefish Bay, WI 53217 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 111.3 |
| (b) Individuals (high net worth individuals) | 22 | 43.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 13.1 |
| (g) Pension and profit sharing plans | 22 | 29.3 |
| (h) Charitable organizations | 1 | 197.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 36.7 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 433.7 |
| By Discretionary | ||
| Discretionary | 528 | 236.0 |
| Non-Discretionary | 1 | 197.8 |
| Total | 529 | 433.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.7 | |
| Total | 529 | 433.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moss LUSE & Womble LLC
✚
|
TX | 0.4 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.4 |
|
Disciplined Investments LLC
✚
|
OK | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Midwest Financial Group LLC
✚
|
KS | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
Clare Market Investments LLC
✚
|
TX | 0.4 |
|
Nymbus Capital Inc
✚
|
0.4 | |
|
Modus Advisors LLC
✚
|
MN | 0.4 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.4 |