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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ralicki & Company PA
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|---|---|
| CRD # | 141192 |
| SEC # | 801-124724 |
| CIK # | |
| AUM | $111.6 M (2025-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 772-221-4508 |
| Address | 1235 SE Indian Street Stuart, FL 34997 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 26.6 |
| (b) Individuals (high net worth individuals) | 23 | 74.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 5 | 4.3 |
| Total | 260 | 111.6 |
| By Discretionary | ||
| Discretionary | 257 | 106.7 |
| Non-Discretionary | 3 | 5.0 |
| Total | 260 | 111.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.6 | |
| Total | 260 | 111.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
MFG Wealth Management Inc
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|
IN | 0.1 |
|
Enduring Wealth Advisors LLC
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|
CA | 0.1 |
|
Carolina Strategy LLC
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|
0.1 | |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
October Effect Ltd
✚
|
VA | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Vida Wealth Partners Inc
✚
|
CA | 0.1 |
|
The Hajdari Group LLC
✚
|
NY | 0.1 |