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| Cimarron Wealth Management Inc
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|---|---|
| CRD # | 299627 |
| SEC # | 801-116955 |
| CIK # | |
| AUM | $186.5 MM (2023-02-03) |
| Employees | 11 (45% Investors, 45% Brokers) |
| Phone | 970-249-9882 |
| Address | 1731 E Niagara Rd Montrose, CO 81401 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 94.0 |
| (b) Individuals (high net worth individuals) | 34 | 76.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 13.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 186.5 |
| By Discretionary | ||
| Discretionary | 944 | 173.3 |
| Non-Discretionary | 7 | 13.2 |
| Total | 951 | 186.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.5 | |
| Total | 951 | 186.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Capital Inc
✚
|
OH | 0.2 |
|
UP Capital Management Inc
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|
CA | 0.2 |
|
Sound Stewardship LLC
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KS | 0.2 |
|
Luken Investment Analytics LLC
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|
TN | 0.2 |
|
Symphony Financial Planning LLC
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|
CA | 0.2 |
|
Seros Financial LLC
✚
|
AZ | 0.2 |
|
AIFG Consultants Ltd
✚
|
NY | 0.2 |
|
Tudor Financial Inc
✚
|
OH | 0.2 |
|
Archer Investment Management LLC
✚
|
TX | 0.2 |
|
Avery Wealth Inc
✚
|
MI | 0.2 |