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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Skinner Copper & Ehmen Wealth Management LLC
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| CRD # | 159255 |
| SEC # | 801-73087 |
| CIK # | |
| AUM | $624.0 M (2025-02-06) |
| Employees | 10 (60% Investors, 30% Brokers) |
| Phone | 217-753-4020 |
| Address | 3000 Professional Dr Springfield, IL 62703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 174.5 |
| (b) Individuals (high net worth individuals) | 143 | 392.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 35.9 |
| (h) Charitable organizations | 9 | 21.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,974 | 624.0 |
| By Discretionary | ||
| Discretionary | 233 | 73.5 |
| Non-Discretionary | 1,741 | 550.4 |
| Total | 1,974 | 624.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.0 | |
| Total | 1,974 | 624.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sweeney & Michel LLC
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|
CA | 0.6 |
|
Beacon Harbor Wealth Advisors Inc
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|
VA | 0.6 |
|
USA Financial Formulas LLC
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|
MI | 0.6 |
|
Ballast Inc
✚
|
KY | 0.6 |
|
Covenant Asset Management LLC
✚
|
NJ | 0.6 |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.6 |
|
NBW Capital LLC
✚
|
MA | 0.6 |
|
Laffer Tengler Investments Inc
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|
TN | 0.6 |
|
Cambridge Advisors Inc
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|
NE | 0.6 |
|
ASIO Capital LLC
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|
KY | 0.6 |