|
⚲
|
| H L Ormond & Company LLC
✚
|
|
|---|---|
| CRD # | 313593 |
| SEC # | 801-120841 |
| CIK # | 0001909569 |
| AUM | $316.7 MM (2024-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 252-756-4010 |
| Address | 1001 Conference Drive Greenville, NC 27858 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 56.5 |
| (b) Individuals (high net worth individuals) | 77 | 228.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 19.6 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,135 | 316.7 |
| By Discretionary | ||
| Discretionary | 1,090 | 304.3 |
| Non-Discretionary | 45 | 12.5 |
| Total | 1,135 | 316.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.7 | |
| Total | 1,135 | 316.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909569] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sagebroadview Wealth Management LLC
✚
|
CT | 0.3 |
|
Blue Water Wealth Inc
✚
|
OR | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
Navigoe LLC
✚
|
CA | 0.3 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.3 |
|
Familywealth Advisers LLC
✚
|
FL | 0.3 |
|
River Street Advisors LLC
✚
|
IL | 0.3 |
|
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |
|
Snider Retirement Strategies Inc
✚
|
WA | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |