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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kooman & Associates
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| CRD # | 322163 |
| SEC # | 801-126429 |
| CIK # | 0001961850 |
| AUM | $472.4 M (2025-03-20) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 814-941-4800 |
| Address | 517 S Logan Blvd Altoona, PA 16602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.4 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Netflix Inc | 0.7 | ||
| Exxon Mobil Corp | 0.7 | ||
| AbbVie Inc | 0.6 | ||
| Crane Co | 0.5 | ||
| Verizon Communications Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 84.3 |
| (b) Individuals (high net worth individuals) | 141 | 365.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 17.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,256 | 472.4 |
| By Discretionary | ||
| Discretionary | 1,256 | 472.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,256 | 472.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.4 | |
| Total | 1,256 | 472.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961850] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TRED Avon Family Wealth LLC
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|
MD | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
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|
CA | 0.5 |
|
Pegasus Asset Management Inc
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|
NJ | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
and Wealth Partners LLC
✚
|
MD | 0.5 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Harbour Investment Management LLC
✚
|
WA | 0.5 |
|
Bridge Creek Capital Management LLC
✚
|
MA | 0.5 |