|
⚲
|
| Acropolis Investment Management LLC
✚
| |
|---|---|
| CRD # | 121307 |
| SEC # | 801-61444 |
| CIK # | 0001318601 |
| AUM | $1.9 BB (2024-03-27) |
| Employees | 43 (91% Investors, 0% Brokers) |
| Phone | 888-882-0072 |
| Address | 14567 North Outer Forty Road St Louis, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.1 | |
| MSFT | 1,918,222.4 | 8.2 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 172.0 |
| (b) Individuals (high net worth individuals) | 576 | 1,641.4 |
| (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 | 70.2 |
| (h) Charitable organizations | 13 | 20.4 |
| (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 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,695 | 1,921.8 |
| By Discretionary | ||
| Discretionary | 3,695 | 1,921.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,695 | 1,921.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,921.8 | |
| Total | 3,695 | 1,921.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001318601] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Resolute Advisors LLC
✚
|
CA | 1.9 |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 1.9 |
|
Grandfield & Dodd LLC
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|
NY | 1.9 |
|
Cookson Peirce & Co Inc
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|
PA | 1.9 |
|
Baystate Wealth Management LLC
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|
KS | 1.9 |
|
Washington Trust Advisors Inc
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|
MA | 1.9 |
|
Sunbelt Securities Inc
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|
TX | 1.9 |
|
Icon Wealth Advisors LLC
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|
TX | 1.9 |
|
Bridgewater Advisors Inc
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|
NY | 1.9 |
|
Alken Asset Management Ltd
✚
|
1.9 |