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Chronim Investments Inc
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CRD # | 120943 |
SEC # | 801-110026 |
CIK # | |
AUM | $214.7 MM (2024-02-16) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 214-220-0055 |
Address | 100 Decker Court Irving, TX 75062 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 139 | 94.2 |
(b) Individuals (high net worth individuals) | 170 | 115.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 5.3 |
(n) Other | 0 | 0.0 |
Total | 514 | 214.7 |
By Discretionary | ||
Discretionary | 185 | 77.3 |
Non-Discretionary | 329 | 137.4 |
Total | 514 | 214.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.5 | |
United States Persons | 214.2 | |
Total | 514 | 214.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Krane Financial Solutions LLC
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|
CA | 0.2 |
Stonebridge Financial Planning Group LLC
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|
FL | 0.2 |
Vital Wealth Management LLC
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|
IL | 0.2 |
Monumental Financial Group Inc
✚
|
MD | 0.2 |
Nomad Fintech Inc
✚
|
CA | 0.2 |
Trunorth Financial Services Inc
✚
|
PA | 0.2 |
Law & Associates Inc
✚
|
MD | 0.2 |
Portsmouth-Smartlife Financial Group LLC
✚
|
CT | 0.2 |
Welch Investment Group LLC
✚
|
OR | 0.2 |
Ramiah Investment Group Inc
✚
|
WI | 0.2 |