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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rinkey Investments
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| CRD # | 149576 |
| SEC # | 801-122912 |
| CIK # | 0001730774 |
| AUM | $377.3 M (2025-03-17) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 858-246-6855 |
| Address | 11622 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730774 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 11.8 | ||
| Global MOFY Metaverse Ltd | 5.5 | ||
| Apple Inc | 4.6 | ||
| Microsoft Corp | 3.3 | ||
| Progressive Corp/Oh/ | 2.3 | ||
| Costco Wholesale Corp /NEW | 2.2 | ||
| Metropcs Communications Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 48.1 |
| (b) Individuals (high net worth individuals) | 109 | 322.2 |
| (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 | 10 | 7.0 |
| (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 | 1,091 | 377.3 |
| By Discretionary | ||
| Discretionary | 1,039 | 357.6 |
| Non-Discretionary | 52 | 19.7 |
| Total | 1,091 | 377.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.3 | |
| Total | 1,091 | 377.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730774] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hazard & Siegel Advisory Services LLC
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|
NY | 0.4 |
|
HANC Wealth Management LLC
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|
MI | 0.4 |
|
Smith Financial Investment Advisors Inc
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|
IN | 0.4 |
|
Holistic Financial Partners LLC
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IN | 0.4 |
|
Lincoln Capital Corporation
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|
RI | 0.4 |
|
MWA Financial Services Inc
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|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
|
LPWM LLC
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|
MN | 0.4 |
|
Rhodes Investment Advisors Inc
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|
TX | 0.4 |
|
J Stern & Co LLC
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|
NY | 0.4 |