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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CK Advisors LLC
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|---|---|
| CRD # | 140062 |
| SEC # | 801-107675 |
| CIK # | |
| AUM | $81.1 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 914-588-8030 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 4.4 |
| (b) Individuals (high net worth individuals) | 34 | 71.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 81.1 |
| By Discretionary | ||
| Discretionary | 47 | 81.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 81.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.1 | |
| Total | 47 | 81.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SHFP LLC
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Luther Forest Wealth Advisors LLC
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NY | 0.1 |
|
LK Financial Planning LLC
✚
|
NY | 0.1 |
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Investable Wealth LLC
✚
|
0.1 | |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |