CUNNINGHAM INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 151389
- Website
- www.cunninghaminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., JANNEY MONTGOMERY SCOTT LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers59.29%
- HNWI30.93%
- Individuals9.35%
- Corporations / Businesses0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cunningham Investment Management, LLC is a small, privately held wealth advisory firm organized as an LLC with an individual owner. The firm provides discretionary portfolio management to both individuals and families and to business or institutional clients, charging fees as a percentage of assets under management. It does not self-identify as an active ESG investor, and it is not designated as a multi-state adviser. The firm is also involved in pooled-vehicle activity in an industry capacity (CPO/CTA and sponsor, general partner or managing member of pooled investment vehicles).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1HOWARD CUNNINGHAM
Founder & Chief Investment OfficerCRD 4586537
Contacts
3 of 3JAMES SCHMID
Financial Advisor and Registered RepresentativeCRD 5311159
John Leverett
Investment Advisor RepresentativeCRD 7240125
RYAN ADAMS
Investment Adviser RepresentativeCRD 5724615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 9190 Double Diamond Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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