|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Maimon Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 298566 |
| SEC # | 801-114294 |
| CIK # | |
| AUM | $111.4 M (2025-03-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 972546966638 |
| Address | Ehad Haam 54B Raanana, Israel |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 24.9 |
| (b) Individuals (high net worth individuals) | 54 | 86.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 171 | 111.4 |
| By Discretionary | ||
| Discretionary | 170 | 111.3 |
| Non-Discretionary | 1 | 0.1 |
| Total | 171 | 111.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 97.2 | |
| United States Persons | 14.2 | |
| Total | 171 | 111.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1650 Wealth Management LLC
✚
|
FL | 0.1 |
|
Life Strategies Inc
✚
|
CA | 0.1 |
|
Montgomery Capital Advisors LLC
✚
|
NY | 0.1 |
|
Charmarline Wealth Management LLC
✚
|
VA | 0.1 |
|
Jacobs Equity
✚
|
UT | 0.1 |
|
Wolf Financial Advisors LLC
✚
|
IL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Diccianni Financial Group Inc
✚
|
PA | 0.1 |
|
Moore Financial Advisors Ltd
✚
|
MA | 0.1 |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |