|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fifit LLC
✚
|
|
|---|---|
| CRD # | 307957 |
| SEC # | 801-132542 |
| CIK # | |
| AUM | $113.6 M (2025-05-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 346-901-4434 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 20.9 |
| (b) Individuals (high net worth individuals) | 53 | 92.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 113.6 |
| By Discretionary | ||
| Discretionary | 274 | 113.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 274 | 113.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.6 | |
| Total | 274 | 113.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trillium Investments LLC
✚
|
CA | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Open Source Investments LLC
✚
|
0.1 | |
|
Aluman Inc
✚
|
0.1 | |
|
Sustainvest Asset Management LLC
✚
|
NJ | 0.1 |
|
Heximer Investment Management Inc
✚
|
OH | 0.1 |
|
Dougherty & Associates LLC
✚
|
FL | 0.1 |
|
Seven Hills Capital Advisors LLC
✚
|
OH | 0.1 |
|
Cantlon Financial Planning LLC
✚
|
0.1 | |
|
Unified Wealth Management LLC
✚
|
FL | 0.1 |