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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vermillion Financial Advisors Inc
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|---|---|
| CRD # | 119239 |
| SEC # | 801-69058 |
| CIK # | |
| AUM | $370.5 M (2025-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 847-382-9999 |
| Address | 16 Executive Ct South Barrington, IL 60010 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 89.4 |
| (b) Individuals (high net worth individuals) | 82 | 256.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 20.5 |
| (h) Charitable organizations | 1 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,087 | 370.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,087 | 370.5 |
| Total | 1,087 | 370.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 370.2 | |
| Total | 1,087 | 370.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yeomans Consulting Group Inc
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|
GA | 0.4 |
|
Harlow Wealth Management Inc
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|
WA | 0.4 |
|
Axiom Financial Strategies Group LLC
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IN | 0.4 |
|
Dickmeyer Boyce Financial Management Inc
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IN | 0.4 |
|
Webb Advisors Incorporated
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MN | 0.4 |
|
Goodman Advisory Group LLC
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MA | 0.4 |
|
TAR River Wealth Planning LLC
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NC | 0.4 |
|
Smart Money Group LLC
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TX | 0.4 |
|
Eagle Wealth Management Group Inc
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CA | 0.4 |
|
Second Half Financial Partners LLC
✚
|
FL | 0.4 |