|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Craft Asset Management LLC
✚
|
|
|---|---|
| CRD # | 289557 |
| SEC # | 801-131218 |
| CIK # | |
| AUM | $92.0 M (2025-07-30) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 813-394-0984 |
| Address | 615 Channelside Drive Tampa, FL 33602 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 46.6 |
| (b) Individuals (high net worth individuals) | 26 | 45.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 746 | 92.0 |
| By Discretionary | ||
| Discretionary | 739 | 90.1 |
| Non-Discretionary | 7 | 1.9 |
| Total | 746 | 92.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.0 | |
| Total | 746 | 92.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Natwealth Management USA Inc
✚
|
0.1 | |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 | |
|
Scott Conyers Capital Management Inc
✚
|
0.1 | |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Gallatin & Company LLC
✚
|
FL | 0.1 |
|
Financial Counseling Associates Inc
✚
|
0.1 | |
|
Fox Financial Services Inc
✚
|
NY | 0.1 |
|
Proxy Wealth Advisors LLC
✚
|
FL | 0.1 |