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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cramer & Rauchegger Inc
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|---|---|
| CRD # | 164784 |
| SEC # | 801-127981 |
| CIK # | |
| AUM | $164.4 M (2025-01-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 407-645-4433 |
| Address | 800 N Maitland Avenue Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 982 | 138.1 |
| (b) Individuals (high net worth individuals) | 62 | 26.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 164.4 |
| By Discretionary | ||
| Discretionary | 469 | 164.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 164.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.4 | |
| Total | 469 | 164.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crossgrain Family Investments LLC
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|
0.2 | |
|
PMG Wealth Management Inc
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|
IL | 0.2 |
|
Gibson Wealth Advisors LLC
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|
0.2 | |
|
Wealthtrak Capital Management LLC
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VA | 0.2 |
|
Kastel Capital Advisors LLC
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MA | 0.2 |
|
Lonestar Registered Investment Advisors PLLC
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|
TX | 0.2 |
|
Doheny Asset Management LLC
✚
|
CA | 0.2 |
|
Hall Capital LLC
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|
CA | 0.2 |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 0.2 |
|
Willner & Heller LLC
✚
|
CA | 0.2 |