C
$880.8K Total AUM
$880.8K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
17 Appleton Street Somervile MA
About C. Michael Amin, LLC
C. Michael Amin, LLC is a Boston-based retail RIA led by managing member and portfolio manager Cyrus Amin. The firm provides investment/asset management and insurance-related services, with an active-management approach and portfolios heavily allocated to ETFs. Custody includes Interactive Brokers and State Street.
Team overview
-- AVG AGE
$880.8K AVG AUM / ADVISOR
$176.2K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
C
CYRUS AMIN
Managing Member, Portfolio Manager
- CRD
- #5382905
- 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 | $880,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $880,829 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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