|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| KNOW Your Options LLC
✚
|
|
|---|---|
| CRD # | 153641 |
| SEC # | 801-92177 |
| CIK # | |
| AUM | $324.0 M (2025-03-24) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 866-903-1822 |
| Address | 318 W Adams St Chicago, IL 60606 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 8.0 |
| (b) Individuals (high net worth individuals) | 370 | 151.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 165.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 941 | 324.0 |
| By Discretionary | ||
| Discretionary | 873 | 127.0 |
| Non-Discretionary | 68 | 197.0 |
| Total | 941 | 324.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.0 | |
| Total | 941 | 324.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Busey Capital Management Inc
✚
|
IL | 0.3 |
|
BDT & Associates Inc
✚
|
AZ | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |
|
Clarity Capital Advisors LLC
✚
|
FL | 0.3 |
|
Fields Gottscho Capital Management LLC
✚
|
VA | 0.3 |
|
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
|
Aurora Investment Managers LLC
✚
|
FL | 0.3 |
|
Divergent Planning LLC
✚
|
MD | 0.3 |
|
Shrier Wealth Management LLC
✚
|
CA | 0.3 |
|
Shelton Wealth Management LLC
✚
|
TX | 0.3 |