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| Happy Holidays!! thanks for using AUM13F!! |
| Guiry Capital Management LLC
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| CRD # | 122056 |
| SEC # | 801-61356 |
| CIK # | |
| AUM | $211.5 M (2025-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 561-337-5224 |
| Address | 3801 PGA Blvd Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.9 |
| (b) Individuals (high net worth individuals) | 25 | 157.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 37.3 |
| Total | 61 | 211.5 |
| By Discretionary | ||
| Discretionary | 20 | 36.5 |
| Non-Discretionary | 41 | 175.0 |
| Total | 61 | 211.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.5 | |
| Total | 61 | 211.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tidecrest Wealth Management LLC
✚
|
CA | 0.2 |
|
Riverchase Wealth Management LLC
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TX | 0.2 |
|
Promethium Advisors LLC
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MD | 0.2 |
|
Pettee Investors Inc
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CT | 0.2 |
|
Strategic Advisory Services LLC
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TN | 0.2 |
|
Blueline Advisors LLC
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|
NH | 0.2 |
|
Cambridge Wealth Advisors LLC
✚
|
0.2 | |
|
Anson Capital Inc
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|
GA | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |