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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 1st Discount Brokerage Inc
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| CRD # | 39164 |
| SEC # | 801-132978 |
| CIK # | 0000949918 |
| AUM | $108.1 M (2025-07-01) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 561-515-3200 |
| Address | 8927 Hypoluxo Road Lake Worth, FL 33467 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 12.6 |
| (b) Individuals (high net worth individuals) | 55 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 108.1 |
| By Discretionary | ||
| Discretionary | 263 | 62.4 |
| Non-Discretionary | 83 | 45.7 |
| Total | 346 | 108.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.1 | |
| Total | 346 | 108.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harborview Asset Management LLC
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|
WA | 0.1 |
|
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AZ | 0.1 |
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Lifespring Wealth Management LLC
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0.1 | |
|
Peapod Lane Capital LLC
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NY | 0.1 |
|
Inkwell Capital LLC
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|
0.1 | |
|
KAI Wealth LLC
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|
IL | 0.1 |
|
Brighttree Wealth Management LLC
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|
0.1 | |
|
BQS Financial Advisors LLC
✚
|
NY | 0.1 |
|
Franklin Parker Financial LLC
✚
|
0.1 | |
|
Columbia Benefits LLC
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|
CO | 0.1 |