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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Metrics LLC
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| CRD # | 158872 |
| SEC # | 801-112630 |
| CIK # | |
| AUM | $1.0 B (2025-05-21) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 520-327-1019 |
| Address | 4703 E Camp Lowell Drive Tucson, AZ 85712 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 79.9 |
| (b) Individuals (high net worth individuals) | 104 | 274.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 662.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 1,016.2 |
| By Discretionary | ||
| Discretionary | 423 | 809.5 |
| Non-Discretionary | 7 | 206.7 |
| Total | 430 | 1,016.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,016.2 | |
| Total | 430 | 1,016.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
O'Hagan Group Inc
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|
PA | 1.0 |
|
Park Piedmont Advisors LLC
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|
IL | 1.0 |
|
Arthur M Cohen & Associates LLC
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|
IL | 1.0 |
|
AB2 Capital Partners LLC
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|
FL | 1.0 |
|
Dinuzzo Private Wealth Inc
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|
PA | 1.0 |
|
Montis Financial LLC
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|
MA | 1.0 |
|
AA Financial Advisors LLC
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|
OH | 1.0 |
|
Cleveland Wealth LLC
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|
OH | 1.0 |
|
Covenant Partners LLC
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|
TN | 1.0 |
|
Allen Mooney & Barnes Investment Advisors LLC
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|
GA | 1.0 |