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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Spirit of America Management Corp
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|---|---|
| CRD # | 110023 |
| SEC # | 801-54782 |
| CIK # | |
| AUM | $584.8 M (2025-02-03) |
| Employees | 36 (92% Investors, 94% Brokers) |
| Phone | 516-921-4200 |
| Address | 477 Jericho Turnpike Syosset, NY 11791-9006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 575.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 584.8 |
| By Discretionary | ||
| Discretionary | 43 | 584.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 584.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.8 | |
| Total | 43 | 584.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Wealth Advisors LLC
✚
|
MI | 0.6 |
|
The Helmstar Group LLC
✚
|
ID | 0.6 |
|
Wambolt & Associates LLC
✚
|
CO | 0.6 |
|
Atwater Malick LLC
✚
|
PA | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Ma Private Wealth LLC
✚
|
CA | 0.6 |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.6 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.6 |
|
QTR Family Wealth LLC
✚
|
FL | 0.6 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.6 |