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| Chronim Investments Inc
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|
|---|---|
| CRD # | 120943 |
| SEC # | 801-110026 |
| CIK # | |
| AUM | $173.8 MM (2023-02-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 214-220-0055 |
| Address | 100 Decker Court Irving, TX 75062 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 75.8 |
| (b) Individuals (high net worth individuals) | 171 | 92.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 2 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 173.8 |
| By Discretionary | ||
| Discretionary | 186 | 63.6 |
| Non-Discretionary | 322 | 110.2 |
| Total | 508 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 508 | 173.8 |
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|---|---|---|
|
Convergent Financial Strategies LLC
✚
|
PA | 0.2 |
|
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|
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|
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|
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|
Center for Asset Management LLC
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Concorde Financial Resources I Inc
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|
Jlfranklin Wealth Planning LLC
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|
Treasure Coast Financial Planning Inc
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|
Krane Financial Solutions LLC
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|
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