|
⚲
|
| Shellman Investment Management LLC
✚
| |
|---|---|
| CRD # | 316579 |
| SEC # | 801-123508 |
| CIK # | |
| AUM | $139.4 MM (2024-06-24) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 786-655-6180 |
| Address | 2525 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 23.0 |
| (b) Individuals (high net worth individuals) | 39 | 116.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 139.4 |
| By Discretionary | ||
| Discretionary | 135 | 139.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 139.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 138.2 | |
| United States Persons | 1.3 | |
| Total | 135 | 139.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NorthStar Financial Advisors Inc
✚
|
FL | 0.1 |
|
John Boyer Inc
✚
|
FL | 0.1 |
|
Greenleaf Financial Group LLC
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|
IN | 0.1 |
|
Alpha Omega Financial Advisory Inc
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|
FL | 0.1 |
|
Eagle Wealth Advisors
✚
|
NY | 0.1 |
|
Archer Pointe Wealth Management LLC
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|
CA | 0.1 |
|
The Wealthgarden FS LLC
✚
|
CA | 0.1 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.1 |
|
Redwood Investment Group Inc
✚
|
CA | 0.1 |