|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| World Investments Inc
✚
|
|
|---|---|
| CRD # | 20626 |
| SEC # | 801-56426 |
| CIK # | |
| AUM | $1.7 B (2025-05-30) |
| Employees | 217 (54% Investors, 100% Brokers) |
| Phone | 732-758-9300 |
| Address | 437 Newman Springs Rd Lincroft, NJ 07738 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,281 | 1,665.4 |
| (b) Individuals (high net worth individuals) | 192 | 69.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,697 | 1,734.8 |
| By Discretionary | ||
| Discretionary | 4,398 | 1,636.4 |
| Non-Discretionary | 299 | 98.4 |
| Total | 4,697 | 1,734.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,734.8 | |
| Total | 4,697 | 1,734.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ameraudi Asset Management Inc
✚
|
NY | 1.7 |
|
Clayton Financial Group LLC
✚
|
MO | 1.7 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.7 |
|
The Harbor Group Inc
✚
|
NH | 1.7 |
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Landaas & Company LLC
✚
|
WI | 1.7 |
|
Novare Capital Management
✚
|
NC | 1.7 |