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| Happy Holidays!! thanks for using AUM13F!! |
| The Cerato Group LLC
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|---|---|
| CRD # | 299174 |
| SEC # | 801-132793 |
| CIK # | |
| AUM | $121.3 M (2025-04-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 603-324-0171 |
| Address | 4 Water St Nashua, NH 03060 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 25.1 |
| (b) Individuals (high net worth individuals) | 35 | 96.0 |
| (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 | 0 | 0.0 |
| (n) Other | 10 | 0.3 |
| Total | 403 | 121.3 |
| By Discretionary | ||
| Discretionary | 392 | 117.1 |
| Non-Discretionary | 11 | 4.2 |
| Total | 403 | 121.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.3 | |
| Total | 403 | 121.3 |
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|---|---|---|
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Curtis Wealth Management LLC
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NV | 0.1 |
|
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NY | 0.1 |
|
Bourke Wealth Management
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CA | 0.1 |
|
ATFS Advisers LLC
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0.1 | |
|
Mueller Wealth LLC
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|
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|
Total Wealth Services LLC
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Epic Advisory Services Corp
✚
|
FL | 0.1 |