|
⚲
|
| Elliott Cove Capital Management LLC
✚
| |
|---|---|
| CRD # | 123636 |
| SEC # | 801-63436 |
| CIK # | |
| AUM | $267.9 MM (2024-05-04) |
| Employees | 10 (100% Investors, 10% Brokers) |
| Phone | 206-267-2683 |
| Address | 1000 Second Avenue Seattle, WA 98104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 618 | 78.9 |
| (b) Individuals (high net worth individuals) | 21 | 48.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 112.2 |
| (h) Charitable organizations | 5 | 1.6 |
| (i) State or municipal government entities | 0 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 267.9 |
| By Discretionary | ||
| Discretionary | 922 | 267.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 922 | 267.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.9 | |
| Total | 922 | 267.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
Callahan Wealth Advisory LLC
✚
|
FL | 0.3 |
|
Buska Wealth Management LLC
✚
|
WI | 0.3 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.3 |
|
Monhegan Capital Management LLC
✚
|
CT | 0.3 |
|
Cascades Capital Asset Management LLC
✚
|
NC | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Whipplewood Advisors LLC
✚
|
CO | 0.3 |
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
✚
|
NM | 0.3 |