|
⚲
|
| Excomp Asset Management Ltd
✚
| |
|---|---|
| CRD # | 110434 |
| SEC # | 801-43057 |
| CIK # | |
| AUM | $137.1 MM (2024-05-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 631-465-9670 |
| Address | 425 Broadhollow Rd Melville, NY 11747 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 58.2 |
| (b) Individuals (high net worth individuals) | 30 | 64.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 14.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 137.1 |
| By Discretionary | ||
| Discretionary | 359 | 137.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 359 | 137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.1 | |
| Total | 359 | 137.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.1 |
|
Draper Asset Management LLC
✚
|
NY | 0.1 |
|
Financial Architects LLC
✚
|
GA | 0.1 |
|
Capital Management Services Inc
✚
|
PA | 0.1 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.1 |
|
KOBO Wealth Conservancy LLC
✚
|
HI | 0.1 |
|
Tortuga Wealth Management Inc
✚
|
CA | 0.1 |
|
Willner & Heller LLC
✚
|
CA | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |