|
⚲
|
| Lobnek Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 284024 |
| SEC # | 801-107956 |
| CIK # | |
| AUM | $168.8 MM (2024-07-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 011417189030 |
| Address | 7, Rue de La Confederation Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 168.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 168.8 |
| By Discretionary | ||
| Discretionary | 7 | 13.9 |
| Non-Discretionary | 4 | 155.0 |
| Total | 11 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 11 | 168.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prosperity Wealth Planning LLC
✚
|
CA | 0.2 |
|
Piedmont Capital Management LLC
✚
|
MT | 0.2 |
|
Elderado Financial Inc
✚
|
CO | 0.2 |
|
Private Harbour Investment Management & Counsel LLC
✚
|
OH | 0.2 |
|
Bravias Capital Group LLC
✚
|
NJ | 0.2 |
|
McCartney Wealth Management LLC
✚
|
MO | 0.2 |
|
Hodge Financial Services LLC
✚
|
NH | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |