|
⚲
|
| Dumaine Investments LLC
✚
|
|
|---|---|
| CRD # | 306481 |
| SEC # | 801-117762 |
| CIK # | |
| AUM | $198.0 MM (2024-03-27) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 504-521-7350 |
| Address | 650 Poydras Street New Orleans, LA 70130-6101 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 18.1 |
| (b) Individuals (high net worth individuals) | 39 | 92.0 |
| (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 | 10 | 31.0 |
| (n) Other | 12 | 56.9 |
| Total | 280 | 198.0 |
| By Discretionary | ||
| Discretionary | 261 | 164.4 |
| Non-Discretionary | 19 | 33.6 |
| Total | 280 | 198.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.0 | |
| Total | 280 | 198.0 |
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|---|---|---|
|
Jlfranklin Wealth Planning LLC
✚
|
CA | 0.2 |
|
Golden Reserve Retirement LLC
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|
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|
Apex Strategic Wealth LLC
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|
TN | 0.2 |
|
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TN | 0.2 |
|
Wealth Teams Alliance Inc
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CA | 0.2 |
|
Pento Portfolio Strategies LLC
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FL | 0.2 |
|
Nestegg Advisors Inc
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|
NY | 0.2 |
|
Wealth Legacy Institute Inc
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|
CO | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |