|
⚲
|
| Molly B Investment Group LLC
✚
|
|
|---|---|
| CRD # | 150555 |
| SEC # | 801-118667 |
| CIK # | |
| AUM | $236.2 MM (2023-02-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 770-984-2312 |
| Address | 101 Village Parkway Marietta, GA 30067 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 27.7 |
| (b) Individuals (high net worth individuals) | 174 | 181.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 21.4 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 236.2 |
| By Discretionary | ||
| Discretionary | 622 | 236.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 622 | 236.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.2 | |
| Total | 622 | 236.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brown Benjamin A
✚
|
TX | 0.2 |
|
Empyrion Wealth Management Inc
✚
|
CA | 0.2 |
|
Curran & Lewis Investment Management Inc
✚
|
CA | 0.2 |
|
Peachtree Investment Partners LLC
✚
|
FL | 0.2 |
|
Thirtynorth Investments LLC
✚
|
LA | 0.2 |
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.2 |
|
T Anton Investment House Inc
✚
|
WI | 0.2 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.2 |
|
All Terrain Financial Advisors LLC
✚
|
MN | 0.2 |