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| Happy Holidays!! thanks for using AUM13F!! |
| ABLE Financial Group LLC
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| CRD # | 323646 |
| SEC # | 801-127165 |
| CIK # | 0001977500 |
| AUM | $571.0 M (2025-03-27) |
| Employees | 13 (62% Investors, 77% Brokers) |
| Phone | 480-258-6104 |
| Address | 8737 E Via de Commercio Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001977500 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MDC Partners Inc | 10.0 | ||
| Apple Inc | 9.5 | ||
| Microsoft Corp | 7.5 | ||
| iShares Comex Gold Trust | 6.9 | ||
| Nvidia Corp | 6.2 | ||
| Amazon Com Inc | 5.6 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| SPDR Gold Trust | 3.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 86.1 |
| (b) Individuals (high net worth individuals) | 259 | 464.4 |
| (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 | 1.8 |
| (h) Charitable organizations | 6 | 11.6 |
| (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 | 6 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,484 | 571.0 |
| By Discretionary | ||
| Discretionary | 1,472 | 565.8 |
| Non-Discretionary | 12 | 5.1 |
| Total | 1,484 | 571.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 569.6 | |
| Total | 1,484 | 571.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977500] |
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