|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Shining Rock Advisors LLC
✚
|
|
|---|---|
| CRD # | 311295 |
| SEC # | 801-124819 |
| CIK # | |
| AUM | $129.6 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 828-380-0071 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 11.3 |
| (b) Individuals (high net worth individuals) | 10 | 118.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 129.6 |
| By Discretionary | ||
| Discretionary | 58 | 96.1 |
| Non-Discretionary | 23 | 33.5 |
| Total | 81 | 129.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.6 | |
| Total | 81 | 129.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
✚
|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Monson Wealth Management Inc
✚
|
WA | 0.1 |
|
Concord Atlantic Inc
✚
|
0.1 | |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
Clement Street Capital LLC
✚
|
IL | 0.1 |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 0.1 |
|
Vested Financial Planning LLC
✚
|
0.1 |