|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Acropolis Investment Management LLC
✚
|
|
|---|---|
| CRD # | 121307 |
| SEC # | 801-61444 |
| CIK # | 0001318601 |
| AUM | $2.2 B (2025-05-08) |
| Employees | 43 (91% Investors, 0% Brokers) |
| Phone | 888-882-0072 |
| Address | 14567 North Outer Forty Road Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.3 | ||
| Microsoft Corp | 9.8 | ||
| Wal Mart Stores Inc | 9.1 | ||
| Nvidia Corp | 8.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 0.2 |
| (b) Individuals (high net worth individuals) | 610 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,767 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,767 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,767 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,767 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001318601] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2.3 |
|
Garde Capital Inc
✚
|
WA | 2.3 |
|
Hilltop Securities Inc
✚
|
TX | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.2 |
|
Multnomah Group Inc
✚
|
OR | 2.2 |
|
Phillips Financial Management LLC
✚
|
IN | 2.2 |
|
RMR Wealth Builders Inc
✚
|
NJ | 2.2 |
|
Jacobi Capital Management LLC
✚
|
PA | 2.2 |
|
Westfuller Advisors LLC
✚
|
NY | 2.1 |
|
Ellevest Inc
✚
|
NY | 2.1 |