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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Miramontes Capital LLC
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|---|---|
| CRD # | 264786 |
| SEC # | 801-110012 |
| CIK # | |
| AUM | $296.3 M (2025-02-26) |
| Employees | 9 (78% Investors, 89% Brokers) |
| Phone | 800-460-1595 |
| Address | 4701 Teller Ave Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 139.0 |
| (b) Individuals (high net worth individuals) | 72 | 157.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,245 | 296.3 |
| By Discretionary | ||
| Discretionary | 295 | 94.6 |
| Non-Discretionary | 950 | 201.7 |
| Total | 1,245 | 296.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.3 | |
| Total | 1,245 | 296.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Addington Financial Group LLC
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|
0.3 | |
|
Fairfield Financial Advisors Ltd
✚
|
MA | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |
|
First Dallas Securities Inc
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|
TX | 0.3 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.3 |
|
BAC Capital Advisors LLC
✚
|
WA | 0.3 |
|
Monorail Securities LLC
✚
|
FL | 0.3 |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 0.3 |
|
SightLine Wealth Advisors LLC
✚
|
CT | 0.3 |
|
Bryspen Incorporated
✚
|
DC | 0.3 |