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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rowling & Associates LLC
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| CRD # | 308292 |
| SEC # | 801-118761 |
| CIK # | |
| AUM | $579.6 M (2025-03-26) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 619-295-0200 |
| Address | 1455 Frazee Road San Diego, CA 92108 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 84.8 |
| (b) Individuals (high net worth individuals) | 126 | 487.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,332 | 579.6 |
| By Discretionary | ||
| Discretionary | 1,176 | 544.7 |
| Non-Discretionary | 156 | 34.9 |
| Total | 1,332 | 579.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 579.6 | |
| Total | 1,332 | 579.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family Office Research LLC
✚
|
MD | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
McDonald Financial Services LLC
✚
|
AL | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
✚
|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |
|
Investors Research Corporation
✚
|
GA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Wealth Care LLC
✚
|
0.6 |