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⚲
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| Corbyn Investment Management Inc
✚
|
|
|---|---|
| CRD # | 104716 |
| SEC # | 801-9139 |
| CIK # | |
| AUM | $1.0 BB (2023-02-21) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 410-832-5500 |
| Address | 2330 W Joppa Rd Ste 108 Lutherville, MD 21093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 245.4 |
| (b) Individuals (high net worth individuals) | 165 | 369.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 192.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 23.4 |
| (h) Charitable organizations | 28 | 60.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 130.8 |
| (n) Other | 1 | 2.7 |
| Total | 739 | 1,024.8 |
| By Discretionary | ||
| Discretionary | 739 | 1,024.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 739 | 1,024.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,024.8 | |
| Total | 739 | 1,024.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
True Link Financial Advisors LLC
✚
|
CA | 1.0 |
|
Moneco Advisors LLC
✚
|
CT | 1.0 |
|
Raffa Wealth Management LLC
✚
|
DC | 1.0 |
|
Endurance Wealth Management Inc
✚
|
RI | 1.0 |
|
ICA Group Wealth Management LLC
✚
|
CO | 1.0 |
|
Stoneridge PMG Advisors LLC
✚
|
PA | 1.0 |
|
Auxano Advisors LLC
✚
|
WA | 1.0 |
|
Prudent Management Associates
✚
|
PA | 1.0 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.0 |