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Croak Asset Management LLC
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CRD # | 297666 |
SEC # | 801-126464 |
CIK # | |
AUM | $213.1 MM (2024-03-26) |
Employees | 7 (100% Investors, 14% Brokers) |
Phone | 419-464-7000 |
Address | 432 N Superior St Toledo, OH 43604 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 735 | 103.6 |
(b) Individuals (high net worth individuals) | 64 | 103.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 5.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 1,881 | 213.1 |
By Discretionary | ||
Discretionary | 1,834 | 212.6 |
Non-Discretionary | 47 | 0.5 |
Total | 1,881 | 213.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 213.1 | |
Total | 1,881 | 213.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Axiom Investment Management LLC
✚
|
NY | 0.2 |
Vestment Financial LLC
✚
|
MN | 0.2 |
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
Dunbar Associates LLC
✚
|
CT | 0.2 |
IAMS Wealth Management LLC
✚
|
NE | 0.2 |
Pelkonen and Associates LLC
✚
|
NY | 0.2 |
Shore Point Advisors LLC
✚
|
NJ | 0.2 |
Snowcap Capital Management LLC
✚
|
TX | 0.2 |
Keystone Global Partners LLC
✚
|
NY | 0.2 |
4wealth Advisors Inc
✚
|
IL | 0.2 |