|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kevin M Gibney and Company LLC
✚
|
|
|---|---|
| CRD # | 151879 |
| SEC # | 801-70702 |
| CIK # | |
| AUM | $296.3 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-970-9800 |
| Address | 120 Wood Ave South Iselin, NJ 08830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 12.9 |
| (b) Individuals (high net worth individuals) | 54 | 282.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 718 | 296.3 |
| By Discretionary | ||
| Discretionary | 701 | 289.8 |
| Non-Discretionary | 17 | 6.5 |
| Total | 718 | 296.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.3 | |
| Total | 718 | 296.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Core Compliance Group LLC
✚
|
SC | 0.3 |
|
Futura Asset Advisors LLC
✚
|
FL | 0.3 |
|
First Financial Advisors Inc
✚
|
MI | 0.3 |
|
Greenwood Family Advisors LLC
✚
|
FL | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
BWM Planning LLC
✚
|
TX | 0.3 |
|
Kilner Capital Advisors LLC
✚
|
MD | 0.3 |
|
The Palmer Knight Company
✚
|
FL | 0.3 |