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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| May William Michael
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|---|---|
| CRD # | 135127 |
| SEC # | 801-121700 |
| CIK # | |
| AUM | $156.6 M (2025-03-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-292-8646 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 156.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 156.6 |
| By Discretionary | ||
| Discretionary | 211 | 156.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 156.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.6 | |
| Total | 211 | 156.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Archambo Financial Advisors Inc
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|
OK | 0.2 |
|
The Private Investment Group Inc
✚
|
OH | 0.2 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.2 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.2 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.2 |
|
Sagace Wealth Management LLC
✚
|
FL | 0.2 |
|
Leibman Financial Servces Inc
✚
|
NE | 0.2 |
|
Greenleaf Financial Group LLC
✚
|
IN | 0.2 |
|
Balanced Rock Investment Advisors LLC
✚
|
MA | 0.2 |
|
Glasgow & Associates LLC
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|
NC | 0.2 |