|
⚲
|
| FIT Asset Management LLC
✚
| |
|---|---|
| CRD # | 281494 |
| SEC # | 801-130633 |
| CIK # | |
| AUM | $101.0 MM (2024-06-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 303-618-3587 |
| Address | 8668 Concord Center Dr Englewood, CO 80112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 44.5 |
| (b) Individuals (high net worth individuals) | 29 | 56.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 101.0 |
| By Discretionary | ||
| Discretionary | 517 | 101.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 101.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.0 | |
| Total | 517 | 101.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ESG Planning
✚
|
CA | 0.1 |
|
Kuehne Christopher
✚
|
AZ | 0.1 |
|
GCI Financial Group Inc
✚
|
NJ | 0.1 |
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
Future You Wealth LLC
✚
|
NY | 0.1 |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |