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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gold Medal Waters Inc
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| CRD # | 132294 |
| SEC # | 801-113866 |
| CIK # | |
| AUM | $248.1 M (2025-04-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 720-887-1299 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 14.1 |
| (b) Individuals (high net worth individuals) | 92 | 225.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 248.1 |
| By Discretionary | ||
| Discretionary | 627 | 240.4 |
| Non-Discretionary | 9 | 7.7 |
| Total | 636 | 248.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.1 | |
| Total | 636 | 248.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Michael Russo Ltd
✚
|
IL | 0.2 |
|
Epic Trust Investment Advisors LLC
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WA | 0.2 |
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Delta Capital Management LLC
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NJ | 0.2 |
|
Stoever Glass Wealth Management Inc
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NY | 0.2 |
|
Blue Sky Capital Consultants Group Inc
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CA | 0.2 |
|
Chronos Wealth Management LLC
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|
FL | 0.2 |
|
Fiduciary Financial Partners LLC
✚
|
IL | 0.2 |
|
Cooper Capital Advisors LLC
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|
CA | 0.2 |
|
Prometheus Capital Management Corp
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|
PA | 0.2 |
|
Matthias Private Wealth LLC
✚
|
FL | 0.2 |