|
⚲
|
| Heximer Investment Management Inc
✚
|
|
|---|---|
| CRD # | 105344 |
| SEC # | 801-132353 |
| CIK # | |
| AUM | $134.1 M (2026-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-760-9100 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 22.2 |
| (b) Individuals (high net worth individuals) | 52 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 134.1 |
| By Discretionary | ||
| Discretionary | 338 | 134.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 134.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.1 | |
| Total | 338 | 134.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PUFF Wealth Management LLC
✚
|
NJ | 0.1 |
|
Calder Financial LLC
✚
|
0.1 | |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |
|
Longbow Asset Management
✚
|
OK | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Sound Financial Management Inc
✚
|
NC | 0.1 |
|
Blue Star Wealth Management LLC
✚
|
FL | 0.1 |
|
Lewis Financial LLC
✚
|
CA | 0.1 |
|
Rechter Wealth Management LLC
✚
|
0.1 | |
|
Blue Jean Financial LLC
✚
|
NY | 0.1 |