|
⚲
|
| Vermillion Wealth Management Inc
✚
| |
|---|---|
| CRD # | 281978 |
| SEC # | 801-107450 |
| CIK # | |
| AUM | $307.9 MM (2024-05-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 651-480-4601 |
| Address | 15040 Canada Ave W Rosemount, MN 55068 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 827 | 143.0 |
| (b) Individuals (high net worth individuals) | 63 | 158.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,267 | 307.9 |
| By Discretionary | ||
| Discretionary | 1,267 | 307.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,267 | 307.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.9 | |
| Total | 1,267 | 307.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
van Leeuwen & Company LLC
✚
|
NJ | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
|
Steadmont Advisors LLC
✚
|
AL | 0.3 |
|
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
|
Tower Wealth Partners Inc
✚
|
PA | 0.3 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.3 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.3 |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.3 |
|
James Reed Financial Services Inc
✚
|
OH | 0.3 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.3 |