|
⚲
|
| Cranbrook Wealth Management LLC
✚
| |
|---|---|
| CRD # | 132058 |
| SEC # | 801-66180 |
| CIK # | 0001599084 |
| AUM | $699.7 MM (2024-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 248-362-0900 |
| Address | 36330 Woodward Avenue Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 6.2 | ||
| GLD | 5.8 | ||
| AAPL | 2,382,844.0 | 4.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 209.2 |
| (b) Individuals (high net worth individuals) | 110 | 477.9 |
| (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 | 7.3 |
| (h) Charitable organizations | 0 | 5.3 |
| (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 | 874 | 699.7 |
| By Discretionary | ||
| Discretionary | 874 | 699.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 874 | 699.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.7 | |
| Total | 874 | 699.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599084] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vann Equity Management LLC
✚
|
TX | 0.7 |
|
Founders Financial Alliance LLC
✚
|
NC | 0.7 |
|
Covington Investment Advisors Inc
✚
|
PA | 0.7 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.7 |
|
BRIO Consultants LLC
✚
|
CA | 0.7 |
|
Private Wealth Management Inc
✚
|
TN | 0.7 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.7 |
|
Goodman Financial Corporation
✚
|
TX | 0.7 |
|
Old Port Advisors Inc
✚
|
ME | 0.7 |
|
PKS Advisory Services LLC
✚
|
NY | 0.7 |