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| Cimarron Wealth Management Inc
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| |
|---|---|
| CRD # | 299627 |
| SEC # | 801-116955 |
| CIK # | |
| AUM | $204.6 MM (2024-02-06) |
| Employees | 11 (45% Investors, 45% Brokers) |
| Phone | 970-249-9882 |
| Address | 1731 E Niagara Rd Montrose, CO 81401 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 93.1 |
| (b) Individuals (high net worth individuals) | 45 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 14.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 204.6 |
| By Discretionary | ||
| Discretionary | 979 | 190.4 |
| Non-Discretionary | 7 | 14.2 |
| Total | 986 | 204.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.6 | |
| Total | 986 | 204.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ACAP Asset Management Inc
✚
|
CA | 0.2 |
|
FWG Investments LLC
✚
|
KY | 0.2 |
|
Retirement Strategies Ltd
✚
|
OH | 0.2 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.2 |
|
Financial Abundance Inc
✚
|
PA | 0.2 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.2 |
|
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Bluepath Capital Management LLC
✚
|
GA | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |