ML & R Wealth Management LLC
- Assets, Funds, Holdings
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hi!! I just updated the data, let me know if anything looks off, I'll fix it!
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Total AUM ($M)
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
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| By Client Type |
| (a) Individuals (other than high net worth individuals) |
286
|
109.7 |
| (b) Individuals (high net worth individuals) |
390
|
1,575.7 |
| (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 |
8 |
103.8 |
| (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 |
7 |
0.6 |
| (n) Other |
0 |
0.0 |
| Total |
2,375 |
1,789.9 |
| By Discretionary |
| Discretionary |
2,358 |
1,785.0 |
| Non-Discretionary |
17 |
4.8 |
| Total |
2,375 |
1,789.9 |
| By Non-United States Persons |
| Non-United States Persons |
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0.0 |
| United States Persons |
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1,789.9 |
| Total |
2,375 |
1,789.9 |
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193594893