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| Happy Holidays!! thanks for using AUM13F!! |
| Garlikov Advisors Inc
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|---|---|
| CRD # | 112352 |
| SEC # | 801-19290 |
| CIK # | |
| AUM | $165.3 M (2025-03-17) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 614-221-0900 |
| Address | 41 S High St Ste 3400 Columbus, OH 43215 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 30.9 |
| (b) Individuals (high net worth individuals) | 36 | 104.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 165.3 |
| By Discretionary | ||
| Discretionary | 194 | 165.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 194 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.3 | |
| Total | 194 | 165.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.2 |
|
Dowling Financial Services Inc
✚
|
CT | 0.2 |
|
Northavenue LLC
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OH | 0.2 |
|
Southcol Advisors LLC
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|
FL | 0.2 |
|
C2C Wealth Management LLC
✚
|
AZ | 0.2 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.2 |
|
Upper Left Wealth Management LLC
✚
|
0.2 | |
|
Perissos Private Wealth Management LLC
✚
|
OK | 0.2 |
|
Crossgrain Family Investments LLC
✚
|
0.2 | |
|
PMG Wealth Management Inc
✚
|
IL | 0.2 |