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| Happy Holidays!! thanks for using AUM13F!! |
| Croak Asset Management LLC
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| CRD # | 297666 |
| SEC # | 801-126464 |
| CIK # | |
| AUM | $300.2 M (2025-03-27) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 419-464-7000 |
| Address | 432 N Superior St Toledo, OH 43604 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 762 | 169.2 |
| (b) Individuals (high net worth individuals) | 59 | 122.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,027 | 300.2 |
| By Discretionary | ||
| Discretionary | 2,017 | 297.8 |
| Non-Discretionary | 10 | 2.4 |
| Total | 2,027 | 300.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.2 | |
| Total | 2,027 | 300.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UP Strategic Wealth Investment Advisors LLC
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|
PA | 0.3 |
|
The Retirement GUYS Formula LLC
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|
OH | 0.3 |
|
Blackston's Financial Advisory Group LLC
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|
FL | 0.3 |
|
BCO Wealth Management LLC
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|
NM | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Topel & Distasi Wealth Management LLC
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|
CA | 0.3 |
|
Willow Grove Advisors LLC
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|
CA | 0.3 |
|
Eltekon Advisors LLC
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|
TX | 0.3 |
|
Premia Global Advisors LLC
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|
FL | 0.3 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.3 |