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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rooney Capital Management Inc
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|---|---|
| CRD # | 141874 |
| SEC # | 801-67186 |
| CIK # | |
| AUM | $385.2 M (2025-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 651-470-4302 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 385.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 385.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 385.2 |
| Total | 1 | 385.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.2 | |
| Total | 1 | 385.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PFW Advisors LLC
✚
|
GA | 0.4 |
|
Trellis Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Curbstone Financial Management Corporation
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|
NH | 0.4 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |
|
Planned Asset Management LLC
✚
|
CA | 0.4 |
|
Cambridge Capital Management LLC
✚
|
IL | 0.4 |
|
The Martin Worley Group
✚
|
UT | 0.4 |
|
Old North State Wealth Management LLC
✚
|
NC | 0.4 |
|
Blue Water Wealth Inc
✚
|
OR | 0.4 |