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| Happy Holidays!! thanks for using AUM13F!! |
| High Plains Investment Advisors Inc
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| CRD # | 114404 |
| SEC # | 801-126221 |
| CIK # | |
| AUM | $159.2 M (2025-02-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 806-793-7934 |
| Address | 7021 Kewanee Ave Lubbock, TX 79424 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 28.3 |
| (b) Individuals (high net worth individuals) | 23 | 60.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 70.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 159.2 |
| By Discretionary | ||
| Discretionary | 415 | 159.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 415 | 159.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.2 | |
| Total | 415 | 159.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SMB Financial Services Inc
✚
|
OR | 0.2 |
|
Amuni Financial Inc
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|
FL | 0.2 |
|
Oceanside Advisors LLC
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|
SC | 0.2 |
|
Networth Advisors LLC
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|
PA | 0.2 |
|
360 Financial Partners LLC
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|
SC | 0.2 |
|
Elysium Wealth Management LLC
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|
UT | 0.2 |
|
Davis Wealth Advisors LLC
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|
NH | 0.2 |
|
APS Management Group Inc
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|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
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|
WA | 0.2 |
|
Downing Street Wealth Management LLC
✚
|
CO | 0.2 |