|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Reedmark Advisors LLC
✚
|
|
|---|---|
| CRD # | 173760 |
| SEC # | 801-80791 |
| CIK # | |
| AUM | $396.9 M (2025-03-26) |
| Employees | 12 (75% Investors, 25% Brokers) |
| Phone | 908-300-5292 |
| Address | 92 East Main Street Somerville, NJ 08876 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 394.1 |
| (h) Charitable organizations | 1 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 396.9 |
| By Discretionary | ||
| Discretionary | 12 | 31.0 |
| Non-Discretionary | 17 | 365.9 |
| Total | 29 | 396.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.9 | |
| Total | 29 | 396.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruce & Co Inc
✚
|
IL | 0.4 |
|
MRWM Advisors LLC
✚
|
TN | 0.4 |
|
Instrumental Wealth LLC
✚
|
FL | 0.4 |
|
US Financial Advisors LLC
✚
|
MA | 0.4 |
|
Register Financial Advisors LLC
✚
|
GA | 0.4 |
|
Capital Management Services Inc
✚
|
PA | 0.4 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.4 |
|
Biltmore Wealth Management LLC
✚
|
AZ | 0.4 |
|
Equinum LLC
✚
|
NY | 0.4 |
|
Maxim Financial Advisors LLC
✚
|
NY | 0.4 |