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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Center Inc
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|---|---|
| CRD # | 123091 |
| SEC # | 801-78123 |
| CIK # | |
| AUM | $310.5 M (2025-03-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 708-403-2800 |
| Address | Winterset Office Park Orland Park, IL 60467 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 42.8 |
| (b) Individuals (high net worth individuals) | 79 | 245.8 |
| (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 | 6 | 6.5 |
| (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 | 7 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 310.5 |
| By Discretionary | ||
| Discretionary | 900 | 297.7 |
| Non-Discretionary | 57 | 12.8 |
| Total | 957 | 310.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.5 | |
| Total | 957 | 310.5 |
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|---|---|---|
|
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CA | 0.3 |
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MI | 0.3 |
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CA | 0.3 |
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Tallwoods Partners LLC
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Riverpath Investments LLC
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0.3 | |
|
Questmont Virtual Family Office LLC
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FL | 0.3 |
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Kirtland Hills Capital Management LLC
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OH | 0.3 |
|
M3 Advisory Group LLC
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MA | 0.3 |
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Bear Mountain Capital Inc
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WA | 0.3 |
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ADG Wealth Management Group LLC
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LA | 0.3 |