|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Income Focus Portfolio Management LLC
✚
|
|
|---|---|
| CRD # | 165477 |
| SEC # | 801-77168 |
| CIK # | |
| AUM | $334.1 M (2025-01-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-733-5100 |
| Address | 1110 Maple Way Jackson, WY 83001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 79.0 |
| (b) Individuals (high net worth individuals) | 79 | 245.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 334.1 |
| By Discretionary | ||
| Discretionary | 272 | 334.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 272 | 334.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.1 | |
| Total | 272 | 334.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greykasell Wealth Strategies Inc
✚
|
CA | 0.3 |
|
NorthStar Advisory Group LLC
✚
|
NJ | 0.3 |
|
My Personal CFO LLC
✚
|
WA | 0.3 |
|
Investment Planning Advisors
✚
|
GA | 0.3 |
|
Meredith Wealth Planning LLC
✚
|
IL | 0.3 |
|
Atlas Asset Management LLC
✚
|
PR | 0.3 |
|
Birch Run Investments LLC
✚
|
PA | 0.3 |
|
Compass Financial Services Inc
✚
|
IA | 0.3 |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Carnegie Wealth Management LLC
✚
|
PA | 0.3 |