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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sisung Investment Management Services LLC
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|---|---|
| CRD # | 107318 |
| SEC # | 801-49929 |
| CIK # | |
| AUM | $2.0 B (2025-03-26) |
| Employees | 7 (57% Investors, 86% Brokers) |
| Phone | 504-544-7700 |
| Address | 3850 N Causeway Blvd Metairie, LA 70002 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 12 | 2.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 2.0 |
| By Discretionary | ||
| Discretionary | 10 | 1.9 |
| Non-Discretionary | 2 | 0.0 |
| Total | 12 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 12 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marks Group Wealth Management Inc
✚
|
MN | 2.0 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 2.0 |
|
Sellwood Investment Partners LLC
✚
|
OR | 2.0 |
|
Advisors Asset Management Inc
✚
|
CO | 2.0 |
|
Tradition Wealth Management LLC
✚
|
MN | 2.0 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.9 |
|
Wealthquest Corporation
✚
|
OH | 1.9 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 1.9 |
|
Newsquare Capital LLC
✚
|
PA | 1.9 |