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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Management Consultants
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| CRD # | 122718 |
| SEC # | 801-122373 |
| CIK # | |
| AUM | $381.6 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 702-869-0330 |
| Address | 7390 W Sahara Avenue Las Vegas, NV 89117 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 36.0 |
| (b) Individuals (high net worth individuals) | 31 | 90.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 252.7 |
| Total | 409 | 381.6 |
| By Discretionary | ||
| Discretionary | 404 | 126.4 |
| Non-Discretionary | 5 | 255.3 |
| Total | 409 | 381.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.6 | |
| Total | 409 | 381.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flourish Wealth Management Inc
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|
MN | 0.4 |
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REIK & Co LLC
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|
0.4 | |
|
Note Advisors LLC
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NY | 0.4 |
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Seven Mile Advisory LLC
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NJ | 0.4 |
|
IMZ Advisory Inc
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|
FL | 0.4 |
|
McCarter Private Wealth Services LLC
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|
MA | 0.4 |
|
Chapel Hill Investment Analysts Inc
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|
PA | 0.4 |
|
Logic Capital Management LLC
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|
TX | 0.4 |
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Aegis Financial Corporation
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VA | 0.4 |
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May Hill Capital LLC
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MA | 0.4 |