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Wiregrass Investment Management LLC
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CRD # | 284608 |
SEC # | 801-124691 |
CIK # | |
AUM | $94.3 MM (2024-02-21) |
Employees | 2 (100% Investors, 100% Brokers) |
Phone | 229-226-0111 |
Address | 317 Kern Street Thomasville, GA 31792 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 182 | 17.8 |
(b) Individuals (high net worth individuals) | 113 | 34.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 21 | 10.5 |
(h) Charitable organizations | 0 | 26.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 5.3 |
(n) Other | 0 | 0.0 |
Total | 322 | 94.3 |
By Discretionary | ||
Discretionary | 318 | 87.9 |
Non-Discretionary | 4 | 6.4 |
Total | 322 | 94.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 94.3 | |
Total | 322 | 94.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
AG Global Advisors LLC
✚
|
AZ | 0.1 |
Roumell Asset Management LLC
✚
|
MD | 0.1 |
LPK Investment Group LLP
✚
|
NY | 0.1 |
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
IDB LIDO Wealth LLC
✚
|
NY | 0.1 |
Capital Management Associates Inc
✚
|
MN | 0.1 |
Changing Parameters LLC
✚
|
CA | 0.1 |
Discipline Wealth Solutions Inc
✚
|
SC | 0.1 |