|
⚲
|
| VAM Group LLC
✚
| |
|---|---|
| CRD # | 323226 |
| SEC # | 801-126653 |
| CIK # | |
| AUM | $81.4 MM (2024-08-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 724-940-5400 |
| Address | 2100 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.5 |
| (b) Individuals (high net worth individuals) | 8 | 12.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 61.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 81.4 |
| By Discretionary | ||
| Discretionary | 72 | 81.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 72 | 81.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.4 | |
| Total | 72 | 81.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |
|
Finhabits Advisors LLC
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|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
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|
NY | 0.1 |
|
Lifegoal Wealth Advisors LLC
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|
NY | 0.1 |
|
Grupp Financial LLC
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|
WY | 0.1 |
|
Trott Brook Financial Inc
✚
|
MN | 0.1 |
|
Vesto Advisors LLC
✚
|
NY | 0.1 |
|
Komorebi Global LLC
✚
|
FL | 0.1 |
|
Base Management Co
✚
|
MD | 0.1 |