|
⚲
|
| Acropolis Investment Management LLC
✚
|
|
|---|---|
| CRD # | 121307 |
| SEC # | 801-61444 |
| CIK # | 0001318601 |
| AUM | $1.7 BB (2023-03-30) |
| Employees | 44 (86% Investors, 0% Brokers) |
| Phone | 888-882-0072 |
| Address | 14567 North Outer Forty Road St Louis, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.3 | |
| UNH | 477,004.0 | 5.7 | |
| WMT | 335,434.5 | 5.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 508 | 169.1 |
| (b) Individuals (high net worth individuals) | 569 | 1,464.2 |
| (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 | 57.8 |
| (h) Charitable organizations | 11 | 28.6 |
| (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 | 8 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,030 | 1,737.0 |
| By Discretionary | ||
| Discretionary | 3,429 | 1,715.6 |
| Non-Discretionary | 601 | 21.4 |
| Total | 4,030 | 1,737.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,737.0 | |
| Total | 4,030 | 1,737.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001318601] |
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|---|---|---|
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
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|
MN | 1.8 |
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John F Suby Wealth Management LLC
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|
Comperio Retirement Consulting Inc
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Parcion Private Wealth LLC
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WA | 1.7 |
|
Urban Investment Advisors Inc
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CA | 1.7 |
|
Resolute Advisors LLC
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CA | 1.7 |
|
Lutz Financial Services LLC
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NE | 1.7 |
|
Stegner Investment Associates Inc
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KY | 1.7 |
|
MMBG Investment Advisors Co
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FL | 1.7 |