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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 917 Advisory Services LLC
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|---|---|
| CRD # | 331476 |
| SEC # | 801-130529 |
| CIK # | |
| AUM | $130.2 M (2025-02-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 509-328-5627 |
| Address | 917 S Monroe St Spokane, WA 99204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 44.4 |
| (b) Individuals (high net worth individuals) | 44 | 85.7 |
| (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 | 538 | 130.2 |
| By Discretionary | ||
| Discretionary | 538 | 130.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 129.6 | |
| Total | 538 | 130.2 |
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|---|---|---|
|
Strategic Wealth Management LLC
✚
|
TX | 0.1 |
|
TNL Asset Management LLC
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CO | 0.1 |
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Marathon Strategic Advisors LLC
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PA | 0.1 |
|
Grand Central Investment Group LLC
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FL | 0.1 |
|
Prakash Investment Advisors LLC
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|
0.1 | |
|
Keystone Wealth Management Inc
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|
IA | 0.1 |
|
Independent Financial Advisors Inc
✚
|
AR | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |