Mirsky Financial Management Corp

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Assets, Funds, Holdings

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Mirsky Financial Management Corp
CRD #166061
SEC #801-77370
CIK #0001764144
AUM
Employees 11 (27% Investors, 18% Brokers)
Phone585-264-1658
Address130C Linden Oaks
Rochester, NY 14625
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002010201420192024
CIK Period
0001764144
Sector Form 13F Holdings Value ($M)
Smith A O Corp 7.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 218 168.3
(b) Individuals (high net worth individuals) 54 92.5
(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 6 16.8
(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 736 277.6
By Discretionary
Discretionary 730 260.8
Non-Discretionary 6 16.8
Total 736 277.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 277.6
Total 736 277.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001764144]
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