|
⚲
|
| Todo Capital LLC
✚
|
|
|---|---|
| CRD # | 167858 |
| SEC # | 801-78096 |
| CIK # | |
| AUM | $198.3 MM (2023-03-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-365-1005 |
| Address | 121 Crandon Blvd Key Biscayne, FL 33149 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 93.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 104.7 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 198.3 |
| By Discretionary | ||
| Discretionary | 34 | 89.0 |
| Non-Discretionary | 7 | 109.2 |
| Total | 41 | 198.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 198.3 | |
| United States Persons | 0.0 | |
| Total | 41 | 198.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.2 |
|
Panoramic Investment Advisors LLC
✚
|
CO | 0.2 |
|
Victus Captial Wealth LLC
✚
|
CA | 0.2 |
|
Confidence Wealth Management LLC
✚
|
NV | 0.2 |
|
Investment Planning Advisors
✚
|
GA | 0.2 |
|
Clay Northam Wealth Management LLC
✚
|
CA | 0.2 |
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.2 |
|
Divergent Planning LLC
✚
|
MD | 0.2 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.2 |