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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Exclusive Resource Management LLC
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| CRD # | 321076 |
| SEC # | 801-130618 |
| CIK # | |
| AUM | $55.3 M (2025-02-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 518-786-3534 |
| Address | 623 New Loudon Road Latham, NY 12110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 35.6 |
| (b) Individuals (high net worth individuals) | 16 | 19.7 |
| (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 | 0.0 |
| (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 | 264 | 55.3 |
| By Discretionary | ||
| Discretionary | 264 | 55.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 55.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 55.3 | |
| Total | 264 | 55.3 |
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|---|---|---|
|
Shope Financial Planning Inc
✚
|
NY | 0.1 |
|
Saperston Legacy Advisors Inc
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NY | 0.1 |
|
Wealthunite Advisors LLC
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|
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|
Silver Advisors LLC
✚
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NY | 0.1 |
|
J Mandwelle Capital Strategies LLC
✚
|
0.1 | |
|
Alpha RIA LLC
✚
|
NY | 0.1 |
|
Clover Leaf Financial LLC
✚
|
NY | 0.1 |
|
Magnifina LLC
✚
|
NY | 0.1 |
|
Argus Equity Partners LLC
✚
|
0.1 |