|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| LEEB Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104793 |
| SEC # | 801-4565 |
| CIK # | 0001011262 |
| AUM | $95.8 M (2025-02-05) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 212-653-1504 |
| Address | 40 West 37th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 15.0 |
| (b) Individuals (high net worth individuals) | 22 | 79.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 95.8 |
| By Discretionary | ||
| Discretionary | 102 | 93.7 |
| Non-Discretionary | 1 | 2.1 |
| Total | 103 | 95.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.8 | |
| Total | 103 | 95.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001011262] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hicks & Associates Wealth Management LLC
✚
|
NC | 0.1 |
|
Greycliff Wealth Management LLC
✚
|
NY | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
Reitz Capital Advisors LLC
✚
|
MI | 0.1 |
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
Granite Value Capital LLC
✚
|
NH | 0.1 |
|
Stranberg Capital LLC
✚
|
TX | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Blue Jean Financial LLC
✚
|
NY | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 |