Investment adviser · CRD 142108
WORLD ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
DETROIT, MI, United States · Form ADV filed Apr 16, 2021
- Regulatory AUM
- $12.4B Form ADV · Item 5.F
- Client accounts
- 100 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $8,744,632,576 | 70.7% |
| Retirement plans | Fewer than 5 | $2,092,675,469 | 16.9% |
| Banks & thrifts | Fewer than 5 | $1,012,799,946 | 8.2% |
| Other clients | 5 | $332,088,897 | 2.7% |
| Government entities | Fewer than 5 | $154,414,465 | 1.2% |
| Charities | Fewer than 5 | $16,537,834 | 0.1% |
| Corporations & businesses | Fewer than 5 | $14,330,408 | 0.1% |
| Insurance companies | Fewer than 5 | $3,358,443 | 0.0% |
Filing source
Form ADV 1532229 · Apr 16, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 16, 2021. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
411 WEST LAFAYETTE BLVD., 5TH FLOOR, MC3379DETROIT, MI, 48226, United States
CRD 142108
Filing source
Form ADV 1532229 · Apr 16, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.