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| Kornitzer Capital Management Inc
✚
|
|
|---|---|
| CRD # | 111087 |
| SEC # | 801-34933 |
| CIK # | |
| AUM | $7.2 BB (2024-06-27) |
| Employees | 40 (57% Investors, 5% Brokers) |
| Phone | 913-677-7778 |
| Address | 5420 West 61st Place Mission, KS 66205-3084 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,142 | 0.1 |
| (b) Individuals (high net worth individuals) | 692 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 4.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 0.1 |
| (h) Charitable organizations | 32 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,032 | 7.2 |
| By Discretionary | ||
| Discretionary | 4,783 | 7.1 |
| Non-Discretionary | 249 | 0.1 |
| Total | 5,032 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 5,032 | 7.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Citizens Securities Inc
✚
|
RI | 7.3 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 7.3 |
|
Homestead Advisers Corp
✚
|
VA | 7.2 |
|
Confluence Investment Management LLC
✚
|
MO | 7.2 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Sarofim Trust Co
✚
|
TX | 7.1 |
|
Orgel Wealth Management LLC
✚
|
WI | 7.1 |
|
Capital Analysts LLC
✚
|
PA | 7.1 |
|
Parallel Advisors LLC
✚
|
CA | 7.1 |
|
Mission Wealth Management LP
✚
|
CA | 7.1 |