|
⚲
|
| Landolt Securities Inc
✚
|
|
|---|---|
| CRD # | 28352 |
| SEC # | 801-135200 |
| CIK # | |
| AUM | $137.8 M (2026-06-29) |
| Employees | 14 (93% Investors, 100% Brokers) |
| Phone | 847-838-5151 |
| Address | 900 North Shore Drive Suite 279 Lake Bluff, IL 60044 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 198 | 137.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 137.8 |
| By Discretionary | ||
| Discretionary | 301 | 137.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 137.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.8 | |
| Total | 301 | 137.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paragon Investing LLC
✚
|
0.1 | |
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Ashbay Capital LLC
✚
|
NY | 0.1 |
|
FIEN Capital Management LLC
✚
|
NY | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Vision Investment Advisors LLC
✚
|
CT | 0.1 |
|
Keystone Wealth Management Inc
✚
|
IA | 0.1 |
|
Global Brokerage Services Inc
✚
|
MD | 0.1 |
|
Jaras Financial Services Inc
✚
|
0.1 |