|
⚲
|
| Cmbidwell & Associates Ltd
✚
| |
|---|---|
| CRD # | 107449 |
| SEC # | 801-14976 |
| CIK # | |
| AUM | $186.3 MM (2024-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 808-595-1099 |
| Address | 20 Old Pali Pl Honolulu, HI 96817 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 84.1 |
| (b) Individuals (high net worth individuals) | 12 | 49.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 45.8 |
| (h) Charitable organizations | 2 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 186.3 |
| By Discretionary | ||
| Discretionary | 136 | 186.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 136 | 186.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.3 | |
| Total | 136 | 186.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Releve Financial Group LLC
✚
|
MN | 0.2 |
|
Premier Estate Planners LLC
✚
|
MI | 0.2 |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |
|
Robbins Farley LLC
✚
|
NH | 0.2 |
|
The RUDD Company LLC
✚
|
TX | 0.2 |
|
DWD Portfolio Solutions Inc
✚
|
PA | 0.2 |
|
BG Investment Services Inc
✚
|
0.2 | |
|
B Riley Wealth Portfolio Advisers LLC
✚
|
TN | 0.2 |
|
Financial Guidance Group Inc
✚
|
FL | 0.2 |