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| Keyboard |
| Comima LLC
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|---|---|
| CRD # | 326664 |
| SEC # | 801-128018 |
| CIK # | |
| AUM | 169.1 M (2026-01-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 224-342-2525 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 11.4 |
| (b) Individuals (high net worth individuals) | 40 | 145.8 |
| (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 | 1 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 169.1 |
| By Discretionary | ||
| Discretionary | 228 | 169.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 228 | 169.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 168.8 | |
| Total | 228 | 169.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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169.3 M | |
|
Planwiser Financial LLC
✚
|
CO | 169.1 M |
|
McCarley & Cook LLC
✚
|
OH | 169.1 M |
|
Gladwyn Financial Advisors Inc
✚
|
169.0 M |