|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| 103 Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 314694 |
| SEC # | 801-123666 |
| CIK # | |
| AUM | $224.8 M (2025-02-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 312-543-8759 |
| Address | 231 S LaSalle Street Chicago, IL 60604 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 16.1 |
| (b) Individuals (high net worth individuals) | 37 | 208.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 224.8 |
| By Discretionary | ||
| Discretionary | 74 | 224.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 224.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.8 | |
| Total | 74 | 224.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Malvern Capital Management LLC
✚
|
PA | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
|
Securities Capital Partners Management Company LLC
✚
|
NC | 0.2 |
|
Intercam Advisors Inc
✚
|
FL | 0.2 |
|
Robbins Farley LLC
✚
|
NH | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
Sage Investment Advisers LLC
✚
|
NY | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Blodgett Wealth Advisors LLC
✚
|
0.2 |