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Define Financial LLC
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CRD # | 286648 |
SEC # | 801-122024 |
CIK # | |
AUM | $205.2 MM (2024-03-15) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 858-345-1197 |
Address | 12526 High Bluff Drive San Diego, CA 92130 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 28 | 9.9 |
(b) Individuals (high net worth individuals) | 72 | 167.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 27.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 441 | 205.2 |
By Discretionary | ||
Discretionary | 441 | 205.2 |
Non-Discretionary | 0 | 0.0 |
Total | 441 | 205.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 205.2 | |
Total | 441 | 205.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Logix Investments LLC
✚
|
OH | 0.2 |
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
Powers Advisory Group LLC
✚
|
IL | 0.2 |
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
MHS Advisory Services LLC
✚
|
MN | 0.2 |
Apex Capital Management LLC
✚
|
LA | 0.2 |
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
Capstone Wealth Management Group LLC
✚
|
PA | 0.2 |
RMW Advisors LLC
✚
|
TX | 0.2 |
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |