⚲
|
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) |
---|
CIK | Period |
---|---|
0001318601 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 13.3 | |
UnitedHealth Group Inc | 477,004.0 | 5.7 | |
Wal Mart Stores Inc | 335,434.5 | 5.0 | |
Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 508 | 169.1 |
(b) Individuals (high net worth individuals) | 569 | 1,464.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 57.8 |
(h) Charitable organizations | 11 | 28.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 17.3 |
(n) Other | 0 | 0.0 |
Total | 4,030 | 1,737.0 |
By Discretionary | ||
Discretionary | 3,429 | 1,715.6 |
Non-Discretionary | 601 | 21.4 |
Total | 4,030 | 1,737.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,737.0 | |
Total | 4,030 | 1,737.0 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001318601] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
The Edgar Lomax Company
✚
|
VA | 1.8 |
Compass Capital Management Inc
✚
|
MN | 1.8 |
John F Suby Wealth Management LLC
✚
|
WI | 1.8 |
Comperio Retirement Consulting Inc
✚
|
NC | 1.7 |
Parcion Private Wealth LLC
✚
|
WA | 1.7 |
Urban Investment Advisors Inc
✚
|
CA | 1.7 |
Resolute Advisors LLC
✚
|
CA | 1.7 |
Lutz Financial Services LLC
✚
|
NE | 1.7 |
Stegner Investment Associates Inc
✚
|
KY | 1.7 |
MMBG Investment Advisors Co
✚
|
FL | 1.7 |