|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dominari Securities LLC
✚
|
|
|---|---|
| CRD # | 18975 |
| SEC # | 801-78295 |
| CIK # | |
| AUM | $41.6 M (2025-03-31) |
| Employees | 11 (73% Investors, 100% Brokers) |
| Phone | 212-393-4500 |
| Address | 725 Fifth Ave, 23rd Fl New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 0.0 |
| By Discretionary | ||
| Discretionary | 68 | 0.0 |
| Non-Discretionary | 167 | 0.0 |
| Total | 235 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 235 | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |
|
Stringer Asset Management LLC
✚
|
TN | 0.0 |
|
Generation PMCA Corp
✚
|
0.0 | |
|
Volumetric Advisers Inc
✚
|
0.0 | |
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
Lake Water Capital LLC
✚
|
0.0 | |
|
Alexander Beard USA Inc
✚
|
0.0 | |
|
Lincolnbridge Financial Planning LLC
✚
|
IL | 0.0 |