|
⚲
|
| E Batoff & Co Inc
✚
|
|
|---|---|
| CRD # | 124815 |
| SEC # | 801-61788 |
| CIK # | |
| AUM | $238.9 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 813-248-3467 |
| Address | 1401 E 22nd Ave Tampa, FL 33605 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 29.0 |
| (b) Individuals (high net worth individuals) | 0 | 207.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 238.9 |
| By Discretionary | ||
| Discretionary | 25 | 132.9 |
| Non-Discretionary | 14 | 106.0 |
| Total | 39 | 238.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.9 | |
| Total | 39 | 238.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Retirementadvice JKA
✚
|
CA | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 0.2 |
|
Leo H Evart Inc
✚
|
CA | 0.2 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |