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| ETF Model Solutions LLC
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| |
|---|---|
| CRD # | 168410 |
| SEC # | 801-80785 |
| CIK # | |
| AUM | $15.7 MM (2024-03-15) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 920-785-6010 |
| Address | W6272 Communication Court Appleton, WI 54914-8531 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 6.7 |
| (b) Individuals (high net worth individuals) | 11 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 15.7 |
| By Discretionary | ||
| Discretionary | 233 | 15.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 233 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.7 | |
| Total | 233 | 15.7 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Endowment Wealth Management Inc
✚
|
WI | 0.4 |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
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|---|---|---|
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NJ | 0.0 |
|
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TX | 0.0 |
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CA | 0.0 |
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TX | 0.0 |
|
Atlantis Asset Management LLC
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NY | 0.0 |
|
Quantumrock Capital GmbH
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|
0.0 | |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
Saga Partners LLC
✚
|
OH | 0.0 |
|
Great Point Advisors LLC
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IL | 0.0 |