|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aventine Financial Group LLC
✚
|
|
|---|---|
| CRD # | 292390 |
| SEC # | 801-134117 |
| CIK # | |
| AUM | $119.3 M (2025-07-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-269-2512 |
| Address | 4259 West Swamp Road Doylestown, PA 18902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 19.6 |
| (b) Individuals (high net worth individuals) | 55 | 96.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 119.3 |
| By Discretionary | ||
| Discretionary | 320 | 116.3 |
| Non-Discretionary | 1 | 3.0 |
| Total | 321 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 321 | 119.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Illuminate Wealth Management LLC
✚
|
IL | 0.1 |
|
Hepworth Equity Partners LLC
✚
|
NH | 0.1 |
|
Burgess Investment Management and Research Inc
✚
|
0.1 | |
|
Gross Domestic Product Inc
✚
|
0.1 | |
|
SEAL Cove Capital LLC
✚
|
0.1 | |
|
Finley Wealth Management LLC
✚
|
FL | 0.1 |
|
Wealthpoint Financial LLC
✚
|
NC | 0.1 |
|
Immaculate Wealth Management LLC
✚
|
AZ | 0.1 |
|
Springboard Asset Management LLC
✚
|
CT | 0.1 |
|
at Lloyd's Inc
✚
|
WA | 0.1 |