|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Masus Financial Group Ltd
✚
|
|
|---|---|
| CRD # | 174339 |
| SEC # | 801-101531 |
| CIK # | |
| AUM | $172.4 M (2025-01-31) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 630-879-8464 |
| Address | 515 N River Street Batavia, IL 60510-2390 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 94.3 |
| (b) Individuals (high net worth individuals) | 43 | 78.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 665 | 172.4 |
| By Discretionary | ||
| Discretionary | 665 | 172.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 665 | 172.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 171.9 | |
| Total | 665 | 172.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trueman Brown LLC
✚
|
IL | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Wealthplans LLC
✚
|
MD | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
Mangan Wealth Management Inc
✚
|
WA | 0.2 |
|
SFI Advisors LLC
✚
|
NJ | 0.2 |
|
401K Generation
✚
|
FL | 0.2 |
|
Newday Funds Inc
✚
|
CT | 0.2 |
|
Podell Financial Group LLC
✚
|
NJ | 0.2 |
|
Reshape LLC
✚
|
NJ | 0.2 |