|
⚲
|
| Logix Investments LLC
✚
| |
|---|---|
| CRD # | 288382 |
| SEC # | 801-110490 |
| CIK # | |
| AUM | $205.9 MM (2024-07-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 216-861-1148 |
| Address | 1801 East 9th Street Cleveland, OH 44114 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 101.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 104.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 205.9 |
| By Discretionary | ||
| Discretionary | 132 | 205.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 205.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.9 | |
| Total | 132 | 205.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Herbst Group LLC
✚
|
CT | 0.2 |
|
Caerus Investment Advisors LLC
✚
|
TX | 0.2 |
|
Hardy & Hardy Co LLC
✚
|
OH | 0.2 |
|
Portfolio Advisors Inc
✚
|
CA | 0.2 |
|
The Professional Financial Company LLC
✚
|
UT | 0.2 |
|
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
|
Powers Advisory Group LLC
✚
|
IL | 0.2 |
|
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
|
Define Financial LLC
✚
|
CA | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |