A
$673.4K Total AUM
$673.4K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2025
- Office Locations
- 1
Office Locations
-- Lafayette CO
About Aeom Investments, LLC
Aeom Investments, LLC is a Lafayette-based RIA. The firm has been operating for 1 years. Managing $673.4K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$673.4K AVG AUM / ADVISOR
$336.7K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Theodore Sam Van Rooy
Chief Compliance Officer, Managing Member
- CRD
- #7962571
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $673,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $673,354 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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