|
⚲
|
| FIG Wealth LLC
✚
| |
|---|---|
| CRD # | 318369 |
| SEC # | 801-123159 |
| CIK # | |
| AUM | $241.9 MM (2024-05-14) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 925-298-5840 |
| Address | 3466 Mt Diablo Blvd Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 13.3 |
| (b) Individuals (high net worth individuals) | 101 | 228.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 241.9 |
| By Discretionary | ||
| Discretionary | 519 | 235.3 |
| Non-Discretionary | 13 | 6.6 |
| Total | 532 | 241.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.9 | |
| Total | 532 | 241.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Michels Family Financial LLC
✚
|
TX | 0.2 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.2 |
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 0.2 |
|
Panoramic Investment Advisors LLC
✚
|
CO | 0.2 |
|
Freedom Financial Partners LLC
✚
|
MN | 0.2 |
|
Meredith Wealth Planning LLC
✚
|
IL | 0.2 |
|
Covington & Associates Inc
✚
|
NJ | 0.2 |
|
Veerkloh LLC
✚
|
IA | 0.2 |
|
Bull Street Advisors LLC
✚
|
GA | 0.2 |
|
Mutual Trust Asset Mgmt Inc
✚
|
FL | 0.2 |