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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Management for Professionals Inc
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|---|---|
| CRD # | 108712 |
| SEC # | 801-56387 |
| CIK # | |
| AUM | $220.4 M (2025-05-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 414-332-1011 |
| Address | 421 E Silver Spring Drive Whitefish Bay, WI 53217 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 82.7 |
| (b) Individuals (high net worth individuals) | 25 | 55.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 14.9 |
| (g) Pension and profit sharing plans | 12 | 26.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 41.0 |
| (n) Other | 0 | 0.0 |
| Total | 413 | 220.4 |
| By Discretionary | ||
| Discretionary | 405 | 219.1 |
| Non-Discretionary | 8 | 1.3 |
| Total | 413 | 220.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.4 | |
| Total | 413 | 220.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowcap Capital Management LLC
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|
TX | 0.2 |
|
ROI Financial Advisors LLC
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|
OR | 0.2 |
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
1492 Capital Management LLC
✚
|
WI | 0.2 |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 0.2 |
|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
|
Cap Partners LLC
✚
|
TN | 0.2 |
|
Defined Wealth Management LLC
✚
|
OR | 0.2 |
|
DCM Advisors LLC
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|
NY | 0.2 |
|
Wilkins Miller Wealth Management LLC
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|
AL | 0.2 |