|
⚲
|
| Veerkloh LLC
✚
|
|
|---|---|
| CRD # | 147012 |
| SEC # | 801-106643 |
| CIK # | |
| AUM | $241.9 MM (2023-02-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 515-422-9040 |
| Address | 2600 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 25.3 |
| (b) Individuals (high net worth individuals) | 66 | 213.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 586 | 241.9 |
| By Discretionary | ||
| Discretionary | 585 | 239.0 |
| Non-Discretionary | 1 | 2.8 |
| Total | 586 | 241.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.9 | |
| Total | 586 | 241.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tallwoods Partners LLC
✚
|
IL | 0.2 |
|
Tradewinds LLC
✚
|
NC | 0.2 |
|
Plan Group Financial Inc
✚
|
OK | 0.2 |
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.2 |
|
Altamont Capital Management LLC
✚
|
NC | 0.2 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.2 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.2 |
|
RF&L Wealth Management LLC
✚
|
MA | 0.2 |
|
Transcendent Capital Group LLC
✚
|
OK | 0.2 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.2 |