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| Happy Holidays!! thanks for using AUM13F!! |
| Avail Investment Partners LLC
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|---|---|
| CRD # | 315678 |
| SEC # | 801-122134 |
| CIK # | |
| AUM | $140.1 M (2025-03-19) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 814-996-7206 |
| Address | 8011 Pike Street Lemont, PA 16851 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 26.2 |
| (b) Individuals (high net worth individuals) | 46 | 113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 140.1 |
| By Discretionary | ||
| Discretionary | 362 | 139.7 |
| Non-Discretionary | 11 | 0.4 |
| Total | 373 | 140.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.1 | |
| Total | 373 | 140.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.1 |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 0.1 |
|
Belmont Private Wealth
✚
|
0.1 | |
|
Spyglass Investment Management Corporation
✚
|
IN | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |
|
Financial Consultants Group Inc
✚
|
GA | 0.1 |
|
Gilbert Capital Group Inc
✚
|
0.1 | |
|
Mark Bell Advisory Services Inc
✚
|
IL | 0.1 |
|
Eagle Harbor Asset Management Inc
✚
|
0.1 | |
|
Peak Investment Advisors Inc
✚
|
CO | 0.1 |