|
⚲
|
| Zemenick & Walker Inc
✚
|
|
|---|---|
| CRD # | 108670 |
| SEC # | 801-55615 |
| CIK # | |
| AUM | $2.2 BB (2024-03-18) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 314-862-5525 |
| Address | 8182 Maryland Avenue, Suite 200 St Louis, MO 63105 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 0.0 |
| (b) Individuals (high net worth individuals) | 204 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 2.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 245 | 2.2 |
| Total | 245 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 245 | 2.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northeast Investment Management Inc
✚
|
MA | 2.5 |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.5 |
|
Pittenger & Anderson Inc
✚
|
NE | 2.5 |
|
Cardiff Park Advisors LLC
✚
|
CA | 2.5 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.3 |
|
Charles D Hyman & Company
✚
|
FL | 2.2 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.2 |
|
Rock Harbor Partners LLC
✚
|
NY | 2.1 |
|
Elser Financial Planning Inc
✚
|
IN | 2.1 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.0 |