|
⚲
|
| Hunter Michael Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 107884 |
| SEC # | 801-55214 |
| CIK # | |
| AUM | $865.9 MM (2024-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 804-378-7640 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 11.0 |
| (b) Individuals (high net worth individuals) | 13 | 49.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 797.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.4 |
| (n) Other | 1 | 5.0 |
| Total | 40 | 865.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 40 | 865.9 |
| Total | 40 | 865.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 865.9 | |
| Total | 40 | 865.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
AA Financial Advisors LLC
✚
|
OH | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.9 |
|
JMAC Enterprises LLC
✚
|
PA | 0.9 |
|
Associated Investment Services Inc
✚
|
WI | 0.9 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
|
Whittier Advisors LLC
✚
|
CA | 0.9 |