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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Individual Asset Management Inc
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|---|---|
| CRD # | 123418 |
| SEC # | 801-132369 |
| CIK # | |
| AUM | $106.0 M (2025-03-13) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 415-358-0138 |
| Address | 411 Borel Avenue San Mateo, CA 94402 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 42.0 |
| (b) Individuals (high net worth individuals) | 37 | 62.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 106.0 |
| By Discretionary | ||
| Discretionary | 293 | 106.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 87.0 | |
| United States Persons | 19.0 | |
| Total | 293 | 106.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gunder Wealth Management LLC
✚
|
0.1 | |
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
Liberty Asset Management LLC
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|
PA | 0.1 |
|
Sky Vision Wealth Management Corp
✚
|
CA | 0.1 |
|
Bluedoor Private Wealth LLC
✚
|
MA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
JMA Financial Advisors Inc
✚
|
TX | 0.1 |
|
Omdurman LLC
✚
|
WA | 0.1 |
|
Abel Financial Management Co
✚
|
0.1 | |
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |