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|
| Keyboard |
| E Batoff & Co Inc
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|
|---|---|
| CRD # | 124815 |
| SEC # | 801-61788 |
| CIK # | |
| AUM | 249.2 M (2026-03-30) |
| 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) | 9 | 26.0 |
| (b) Individuals (high net worth individuals) | 0 | 220.0 |
| (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 | 3.2 |
| (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 | 33 | 249.2 |
| By Discretionary | ||
| Discretionary | 16 | 119.2 |
| Non-Discretionary | 17 | 130.0 |
| Total | 33 | 249.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.2 | |
| Total | 33 | 249.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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|
Guided Capital Wealth Management LLC
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TX | 249.2 M |
|
Emergent Wealth Advisors LLC
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NY | 249.1 M |
|
Evergreen Wealth Management LLC
✚
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MI | 248.7 M |
|
Michael Brady & Co LLC
✚
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OH | 248.6 M |