|
⚲
|
| Rotter Laura Ingber
✚
|
|
|---|---|
| CRD # | 283860 |
| SEC # | 801-135816 |
| CIK # | |
| AUM | $32.0 M (2026-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-222-0832 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.5 |
| (b) Individuals (high net worth individuals) | 14 | 29.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 32.0 |
| By Discretionary | ||
| Discretionary | 51 | 29.2 |
| Non-Discretionary | 6 | 2.7 |
| Total | 57 | 32.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.0 | |
| Total | 57 | 32.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Advocates LLC
✚
|
CA | 0.0 |
|
Benjamin Securities Inc
✚
|
NY | 0.0 |
|
Evestia LLC
✚
|
0.0 | |
|
Leo Wealth Management LLC
✚
|
NY | 0.0 |
|
Complete Financial Planning Inc
✚
|
0.0 | |
|
Brightstone Capital Management LLC
✚
|
0.0 | |
|
Wharton Wealth Planning LLC
✚
|
NY | 0.0 |
|
Alphyn Capital Management LLC
✚
|
NY | 0.0 |
|
Parrot Finance Inc
✚
|
0.0 | |
|
Castfirm Advisors LLC
✚
|
NY | 0.0 |