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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Putterman Dean Eliot
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|---|---|
| CRD # | 111779 |
| SEC # | 801-62962 |
| CIK # | 0000062962 |
| AUM | $344.8 M (2025-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 713-525-1520 |
| Address | 99 Detering, Suite 140 Houston, TX 77007 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 53 | 319.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 25.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 344.8 |
| By Discretionary | ||
| Discretionary | 49 | 208.3 |
| Non-Discretionary | 4 | 136.5 |
| Total | 53 | 344.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.8 | |
| Total | 53 | 344.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core Wealth Management Inc
✚
|
FL | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
|
FWG Holdings LLC
✚
|
FL | 0.3 |
|
AG Campbell Advisory LLC
✚
|
MD | 0.3 |
|
Oxinas Partners LLC
✚
|
IN | 0.3 |
|
Tidemark LLC
✚
|
CA | 0.3 |
|
Goodwin Investment Advisory LLC
✚
|
GA | 0.3 |
|
Clarendon Private LLC
✚
|
MA | 0.3 |
|
Confidence Wealth Management Inc
✚
|
CA | 0.3 |