Mueller Financial Solutions Co

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Mueller Financial Solutions Co ✚
CRD #	113432
SEC #	801-108659
CIK #
AUM
Employees	9 (22% Investors, 0% Brokers)
Phone	719-275-1651
Address	303 North 7th St Canon City, CO 81212
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	213	55.3
(b) Individuals (high net worth individuals)	33	80.5
(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	0	1.4
(h) Charitable organizations	0	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	0	12.6
(n) Other	12	5.4
Total	559	155.7
By Discretionary
Discretionary	547	150.3
Non-Discretionary	12	5.4
Total	559	155.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		155.7
Total	559	155.7

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