|
⚲
|
| Investment Metrics LLC
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| |
|---|---|
| CRD # | 158872 |
| SEC # | 801-112630 |
| CIK # | |
| AUM | $832.9 MM (2024-08-01) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 520-327-1019 |
| Address | 4703 E Camp Lowell Drive Tucson, AZ 85712 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 71.4 |
| (b) Individuals (high net worth individuals) | 95 | 233.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 528.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 832.9 |
| By Discretionary | ||
| Discretionary | 385 | 664.0 |
| Non-Discretionary | 6 | 168.9 |
| Total | 391 | 832.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 832.9 | |
| Total | 391 | 832.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rodgers Brothers Inc
✚
|
PA | 0.8 |
|
Fierston Financial Group Inc
✚
|
CT | 0.8 |
|
Broad Run Investment Management LLC
✚
|
VA | 0.8 |
|
Inspire Advisors LLC
✚
|
ID | 0.8 |
|
Fielder Capital Group LLC
✚
|
TN | 0.8 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Auxier Asset Management LLC
✚
|
OR | 0.8 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 0.8 |
|
The Advisory Group of San Francisco LLC
✚
|
CA | 0.8 |