|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Shellman Investment Management LLC
✚
|
|
|---|---|
| CRD # | 316579 |
| SEC # | 801-123508 |
| CIK # | |
| AUM | $157.3 M (2025-03-20) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 786-655-6180 |
| Address | 2525 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 25.4 |
| (b) Individuals (high net worth individuals) | 42 | 131.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 157.3 |
| By Discretionary | ||
| Discretionary | 146 | 157.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 157.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 154.5 | |
| United States Persons | 2.8 | |
| Total | 146 | 157.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pollock Planning Associates Inc
✚
|
0.2 | |
|
Pathmont LLC
✚
|
WA | 0.2 |
|
FMA Wealth Management LLC
✚
|
MA | 0.2 |
|
Archambo Financial Advisors Inc
✚
|
OK | 0.2 |
|
The Private Investment Group Inc
✚
|
OH | 0.2 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.2 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.2 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.2 |
|
May William Michael
✚
|
0.2 | |
|
Sagace Wealth Management LLC
✚
|
FL | 0.2 |