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| Happy Holidays!! thanks for using AUM13F!! |
| Reflection Asset Management LLC
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|---|---|
| CRD # | 306663 |
| SEC # | 801-119521 |
| CIK # | |
| AUM | $164.9 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 617-584-4042 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 93.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 71.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 164.9 |
| By Discretionary | ||
| Discretionary | 67 | 164.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 164.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.9 | |
| Total | 67 | 164.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Montgomery Financial Services LLC
✚
|
MD | 0.2 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.2 |
|
Valued Retirements Inc
✚
|
TX | 0.2 |
|
Specialized Retirement Consultants LLC
✚
|
0.2 | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.2 |
|
Teton Wealth Group LLC
✚
|
UT | 0.2 |
|
Incompass Financial Partners LLC
✚
|
GA | 0.2 |
|
Conceptual Financial Advisors LLC
✚
|
WI | 0.2 |
|
TT Capital Management LLC
✚
|
0.2 |