|
⚲
|
| Saddock Wealth LLC
✚
| |
|---|---|
| CRD # | 161568 |
| SEC # | 801-78020 |
| CIK # | |
| AUM | $126.7 MM (2024-03-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 972-437-5201 |
| Address | 7920 Belt Line Road Dallas, TX 75254 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.3 |
| (b) Individuals (high net worth individuals) | 3 | 62.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 52.5 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 126.7 |
| By Discretionary | ||
| Discretionary | 42 | 27.4 |
| Non-Discretionary | 43 | 99.3 |
| Total | 85 | 126.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.7 | |
| Total | 85 | 126.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adare Asset Management LLC
✚
|
PA | 0.1 |
|
Southcol Advisors LLC
✚
|
FL | 0.1 |
|
Parkview Asset Management Inc
✚
|
IL | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Aljen Asset Management LLC
✚
|
NJ | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |