|
⚲
|
| KIRR Marbach & Company LLC
✚
|
|
|---|---|
| CRD # | 104634 |
| SEC # | 801-10809 |
| CIK # | |
| AUM | $381.6 MM (2023-03-24) |
| Employees | 7 (100% Investors, 29% Brokers) |
| Phone | 812-376-9444 |
| Address | 621 Washington Street Columbus, IN 47201-6231 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 52.3 |
| (b) Individuals (high net worth individuals) | 71 | 206.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 65.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 17.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 21.5 |
| (n) Other | 0 | 5.8 |
| Total | 234 | 381.6 |
| By Discretionary | ||
| Discretionary | 234 | 381.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 381.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.6 | |
| Total | 234 | 381.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Park Edge Advisors LLC
✚
|
OH | 0.4 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.4 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.4 |
|
Day & Ennis LLC
✚
|
GA | 0.4 |
|
Centurion Wealth Management LLC
✚
|
VA | 0.4 |
|
Purus Wealth Management LLC
✚
|
CA | 0.4 |
|
Midwest Professional Planners Ltd
✚
|
WI | 0.4 |
|
Global View Investment Advisors LLC
✚
|
SC | 0.4 |
|
REAP Financial Group LLC
✚
|
TX | 0.4 |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 0.4 |