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Wolverine Investment Advisors LLC
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CRD # | 307037 |
SEC # | 801-118734 |
CIK # | |
AUM | $1.7 MM (2024-03-31) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 866-504-0975 |
Address | 3379 Peachtree Road NE Atlanta, GA 30326 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($1000's) |
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AUM Breakdown | Accounts | AUM ($1000's) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10 | 1,709.5 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 10 | 1,709.5 |
By Discretionary | ||
Discretionary | 10 | 1,709.5 |
Non-Discretionary | 0 | 0.0 |
Total | 10 | 1,709.5 |
By Non-United States Persons | ||
Non-United States Persons | 1,181.2 | |
United States Persons | 528.4 | |
Total | 10 | 1,709.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
IQvestment LLC
✚
|
MA | 0.0 |
Quantalytics Investment Advisors LLC
✚
|
NJ | 0.0 |
Sagewater Wealth Management LLC
✚
|
CA | 0.0 |
Fingage Advisors LLC
✚
|
CA | 0.0 |
Circular Wealth Advisors Inc
✚
|
FL | 0.0 |
Rockettrader Inc
✚
|
TN | 0.0 |
Strategic Swiss Advisors SARL
✚
|
0.0 | |
Fruitful Advisory LLC
✚
|
NY | 0.0 |
Nytrx LLC
✚
|
TX | 0.0 |
Portia Investment Advisors Ltd
✚
|
0.0 |