Financial & Investment Management Group Ltd

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Assets, Funds, Holdings

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Financial & Investment Management Group Ltd
CRD #109811
SEC #801-33001
CIK #0001633071, 0001051042, 0001728896, 0001704609, 0001860140, 0001142031, 0001428242, 0000789307, 0001632554, 0002062515
AUM
Employees
Phone231-929-4500
Address111 Cass Street
Traverse City, MI 49684
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018001999200720152024
Sector Form 13F Holdings Value ($B)
Lowes Companies Inc 0.0
SPDR Gold Trust 0.0
Microsoft Corp 0.0
Amazon Com Inc 0.0
CrowdStrike Holdings Inc 0.0
iShares Comex Gold Trust 0.0
Nvidia Corp 0.0
Facebook Inc 0.0
Cintas Corp 0.0
SEI Investments Co 0.0
Holdings by Sector ($B)
4.03.22.41.60.80.02012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000789307]
13F-HR [0001051042]
SC 13G [0001051042]
13F-HR [0001142031]
SC 13G [0001142031]
13F-HR [0001428242]
13F-HR [0001632554]
13F-NT [0001633071]
D [0001704609]
3 [0001728896]
3 [0001860140]
4 [0001860140]
SC 13G [0001860140]
D [0002062515]
Form 13D/13G Filer Form 13D/13G Subject Filed
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