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⚲
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| Dam2019 LLC
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|
|---|---|
| CRD # | 124463 |
| SEC # | 801-119411 |
| CIK # | |
| AUM | $192.6 MM (2023-01-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-631-4007 |
| Address | 525 Clubhouse Drive Peachtree City, GA 30269 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 67.9 |
| (b) Individuals (high net worth individuals) | 55 | 118.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 5.5 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 192.6 |
| By Discretionary | ||
| Discretionary | 504 | 191.3 |
| Non-Discretionary | 3 | 1.3 |
| Total | 507 | 192.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.6 | |
| Total | 507 | 192.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IMUS Wilkinson Investment Management LLC
✚
|
AZ | 0.2 |
|
Bell Rock Capital LLC
✚
|
DE | 0.2 |
|
Royal Oak Financial Advisors LLC
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|
MI | 0.2 |
|
MPWM Advisory Solutions LLC
✚
|
NY | 0.2 |
|
Estate Management Counselors LLC
✚
|
GA | 0.2 |
|
Spectra Investment Management LLC
✚
|
FL | 0.2 |
|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.2 |
|
Hickory Asset Management Inc
✚
|
OH | 0.2 |