|
⚲
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| The Stanich Group LLC
✚
| |
|---|---|
| CRD # | 282447 |
| SEC # | 801-107270 |
| CIK # | |
| AUM | $131.2 MM (2024-03-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 646-693-7451 |
| Address | 36 N Farragut Rd Montauk, NY 11954 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 53.4 |
| (b) Individuals (high net worth individuals) | 53 | 77.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 589 | 131.2 |
| By Discretionary | ||
| Discretionary | 589 | 131.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 589 | 131.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.2 | |
| Total | 589 | 131.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Willamette Financial Advisors LLC
✚
|
OR | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
TT Capital Management LLC
✚
|
CA | 0.1 |
|
Amuni Financial Inc
✚
|
FL | 0.1 |
|
Reflection Asset Management LLC
✚
|
SC | 0.1 |
|
Five Pine Wealth Management Inc
✚
|
ID | 0.1 |
|
Ategenos Capital LLC
✚
|
PA | 0.1 |
|
DBD Retirement and Financial Services LLC
✚
|
VA | 0.1 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.1 |