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| Return on Investment LLC
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| |
|---|---|
| CRD # | 299979 |
| SEC # | 801-114753 |
| CIK # | |
| AUM | $884.8 MM (2024-02-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 307-314-3211 |
| Address | 143 E Papworth Lane Afton, WY 83110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 884.8 |
| Total | 5 | 884.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5 | 884.8 |
| Total | 5 | 884.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 884.8 | |
| United States Persons | 0.0 | |
| Total | 5 | 884.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Advisory Group LLC
✚
|
WA | 0.9 |
|
Academy Capital Management
✚
|
TX | 0.9 |
|
One Way Holdings LLC
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|
TX | 0.9 |
|
Stepp & Rothwell Inc
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|
KS | 0.9 |
|
Schaefer Financial Management Inc
✚
|
CO | 0.9 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.9 |
|
James J Burns & Company LLC
✚
|
NY | 0.9 |
|
Cohen Capital Management Inc
✚
|
CA | 0.9 |
|
Titan Global Capital Management USA LLC
✚
|
NY | 0.9 |
|
Financial Perspectives Inc
✚
|
MN | 0.9 |