|
⚲
|
| Keyboard |
| The Abbit Management Corp
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|
|---|---|
| CRD # | 110507 |
| SEC # | 801-15995 |
| CIK # | |
| AUM | 252.3 M (2025-08-19) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-842-0280 |
| Address | 16986 Robbins Rd Grand Haven, MI 49417 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 33.4 |
| (b) Individuals (high net worth individuals) | 12 | 18.2 |
| (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 | 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 | 6 | 200.7 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 252.3 |
| By Discretionary | ||
| Discretionary | 465 | 252.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 252.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.3 | |
| Total | 465 | 252.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aurora Investment Counsel
✚
|
GA | 252.7 M |
|
Treasure Investment Management LLC
✚
|
AZ | 252.7 M |
|
GHE LLC
✚
|
TN | 252.6 M |
|
Lee Kelleher & Klein Wealth Management LLC
✚
|
252.4 M | |
|
Winters Financial Group Inc
✚
|
CA | 252.3 M |
|
Morgan Dempsey Capital Management LLC
✚
|
WI | 252.3 M |
|
QCA Capital Management Inc
✚
|
CA | 252.2 M |
|
DB & C Advisors LLC
✚
|
MI | 252.2 M |
|
Principled Wealth Advisors LLC
✚
|
KY | 252.1 M |
|
Fischer Investment Strategies LLC
✚
|
CA | 251.9 M |