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⚲
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| Spirit of America Management Corp
✚
|
|
|---|---|
| CRD # | 110023 |
| SEC # | 801-54782 |
| CIK # | |
| AUM | $540.0 M (2026-01-23) |
| Employees | 35 (91% Investors, 94% Brokers) |
| Phone | 516-921-4200 |
| Address | 477 Jericho Turnpike Syosset, NY 11791-9006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 5.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 534.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 540.0 |
| By Discretionary | ||
| Discretionary | 21 | 540.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 540.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.0 | |
| Total | 21 | 540.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.5 |
|
BCGM Wealth Management LLC
✚
|
IN | 0.5 |
|
Relation Wealth Management Inc
✚
|
OK | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
Gray Private Wealth LLC
✚
|
MA | 0.5 |
|
IMC Advisors LLC
✚
|
IN | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |
|
River Street Advisors LLC
✚
|
IL | 0.5 |
|
Access Wealth Planning LLC
✚
|
NJ | 0.5 |
|
Buska Wealth Management LLC
✚
|
WI | 0.5 |