|
⚲
|
| Oxley Harry KEIR
✚
|
|
|---|---|
| CRD # | 136373 |
| SEC # | 801-106587 |
| CIK # | |
| AUM | $100.8 MM (2023-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 800-494-3267 |
| Address | 50 California Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.0 |
| (b) Individuals (high net worth individuals) | 16 | 76.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 20.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 100.8 |
| By Discretionary | ||
| Discretionary | 89 | 100.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 89 | 100.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.8 | |
| Total | 89 | 100.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carey Consulting Wealth Management Inc
✚
|
CA | 0.1 |
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.1 |
|
Spurstone Advisory Services LLC
✚
|
CT | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |
|
Partners Wealth Management LLC
✚
|
CA | 0.1 |
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |
|
Kevin E Vandenberg LLC
✚
|
NY | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Innova Advisors LLC
✚
|
FL | 0.1 |
|
Asset Planning Corporation
✚
|
FL | 0.1 |