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| Happy Holidays!! thanks for using AUM13F!! |
| Excomp Asset Management Ltd
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|---|---|
| CRD # | 110434 |
| SEC # | 801-43057 |
| CIK # | |
| AUM | $133.2 M (2025-05-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 631-465-9670 |
| Address | 425 Broadhollow Rd Melville, NY 11747 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 58.9 |
| (b) Individuals (high net worth individuals) | 31 | 59.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 14.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 133.2 |
| By Discretionary | ||
| Discretionary | 153 | 133.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.2 | |
| Total | 153 | 133.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waypoints Financial LLC
✚
|
FL | 0.1 |
|
Cabin Advisors LLC
✚
|
KS | 0.1 |
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |
|
Pathways Wealth Management Inc
✚
|
0.1 | |
|
Todd Wealth Management LLC
✚
|
FL | 0.1 |
|
Hudson Capital Advisory Inc
✚
|
NY | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Troutman Wealth Management LLC
✚
|
PA | 0.1 |
|
Fenix Asset Management LLC
✚
|
NY | 0.1 |
|
McDonnell Wealth Management LLC
✚
|
IL | 0.1 |