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E Batoff & Co Inc
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CRD # | 124815 |
SEC # | 801-61788 |
CIK # | |
AUM | $212.2 MM (2023-03-24) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 813-248-3467 |
Address | 1401 E 22nd Ave Tampa, FL 33605 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 17 | 23.2 |
(b) Individuals (high net worth individuals) | 0 | 187.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 40 | 212.2 |
By Discretionary | ||
Discretionary | 40 | 212.2 |
Non-Discretionary | 0 | 0.0 |
Total | 40 | 212.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 212.2 | |
Total | 40 | 212.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Perspective Financial Services LLC
✚
|
AZ | 0.2 |
Vergepointe Wealth Management LLC
✚
|
OR | 0.2 |
Belleair Asset Management LLC
✚
|
FL | 0.2 |
Shoreline Asset Management LLC
✚
|
IN | 0.2 |
Darden Wealth Group Inc
✚
|
MI | 0.2 |
The Palmer Knight Company
✚
|
FL | 0.2 |
Griffin Family Partners LLC
✚
|
TN | 0.2 |
Pachira Investments Inc
✚
|
CA | 0.2 |
Oaktrust Wealth Advisors LLC
✚
|
CT | 0.2 |
Crescent Advisor Group Inc
✚
|
TX | 0.2 |