|
⚲
|
| Dunton Ammon Gresham Jr
✚
|
|
|---|---|
| CRD # | 112070 |
| SEC # | 801-54211 |
| CIK # | |
| AUM | $173.8 MM (2023-03-06) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 804-435-4000 |
| Address | 678 Rappahannock Dr White Stone, VA 22578-0005 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 109.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.7 |
| (n) Other | 3 | 60.5 |
| Total | 15 | 173.8 |
| By Discretionary | ||
| Discretionary | 12 | 113.3 |
| Non-Discretionary | 3 | 60.5 |
| Total | 15 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.4 | |
| United States Persons | 147.4 | |
| Total | 15 | 173.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.2 |
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.2 |
|
4wealth Advisors Inc
✚
|
IL | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
Aria Wealth Management Inc
✚
|
CA | 0.2 |
|
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Spectrum Capital Investment Group Inc
✚
|
CA | 0.2 |