|
⚲
|
| Municipal Asset Management Inc
✚
|
|
|---|---|
| CRD # | 108320 |
| SEC # | 801-46631 |
| CIK # | |
| AUM | $116.2 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 212-935-8313 |
| Address | 3 International Drive Rye Brook, NY 10573 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.8 |
| (b) Individuals (high net worth individuals) | 18 | 104.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 7.8 |
| Total | 26 | 116.2 |
| By Discretionary | ||
| Discretionary | 26 | 116.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.2 | |
| Total | 26 | 116.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aspire Planning Associates Inc
✚
|
CA | 0.1 |
|
The Kinney Group LLC
✚
|
CA | 0.1 |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Savant Investment Advisers Inc
✚
|
IL | 0.1 |
|
BH Asset Management LLC
✚
|
NY | 0.1 |
|
Donato Wealth Management PLLC
✚
|
TX | 0.1 |
|
Astra Wealth Partners LLC
✚
|
NJ | 0.1 |
|
Risley Capital Management LLC
✚
|
MO | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Rockhill Advisors LLC
✚
|
ID | 0.1 |