|
⚲
|
| Investment Cards RIA LLC
✚
|
|
|---|---|
| CRD # | 289308 |
| SEC # | 801-111712 |
| CIK # | |
| AUM | $0.0 MM (2023-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-973-9555 |
| Address | 1201 N Market St Wilmington, DE 19801 |
| Source | [IAPD] [Website] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.1 |
| (b) Individuals (high net worth individuals) | 5 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 16.6 |
| By Discretionary | ||
| Discretionary | 16 | 16.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 16.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.6 | |
| Total | 16 | 16.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accelar Inc
✚
|
CA | 0.0 |
|
Greybull Partners LLC
✚
|
GA | 0.0 |
|
GC Mgmt LLC
✚
|
WA | 0.0 |
|
Fogel Neale Partners LLC
✚
|
NY | 0.0 |
|
Global Diversified Investments LLC
✚
|
CA | 0.0 |
|
Wealthguard Advisory Group LLC
✚
|
GA | 0.0 |
|
RHR Wealth Managment LLC
✚
|
IL | 0.0 |
|
Cypress Partners LLC
✚
|
CA | 0.0 |
|
Level Paths LLC
✚
|
FL | 0.0 |
|
Oak Brook Strategic Investment Advisors LLC
✚
|
IL | 0.0 |