Symons Capital Management Inc

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Assets, Funds, Holdings

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Symons Capital Management Inc
CRD #104817
SEC #801-18876
CIK #0001056958
AUM
Employees 9 (67% Investors, 0% Brokers)
Phone412-344-7690
Address650 Washington Road
Pittsburgh, PA 15228-2702
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002001200820152022
CIK Period
0001056958
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 79 35.6
(b) Individuals (high net worth individuals) 54 128.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 11.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 14.2
(h) Charitable organizations 3 8.6
(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 12 15.3
(n) Other 0 0.0
Total 240 213.8
By Discretionary
Discretionary 223 210.2
Non-Discretionary 17 3.6
Total 240 213.8
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 213.1
Total 240 213.8
EDGAR Form CIK 2011 - 2023
13F-HR [0001056958]
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