|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Addington Financial Group LLC
✚
|
|
|---|---|
| CRD # | 114584 |
| SEC # | 801-112629 |
| CIK # | |
| AUM | $298.5 M (2025-04-08) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 866-220-7788 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 18.3 |
| (b) Individuals (high net worth individuals) | 38 | 161.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 117.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 351 | 298.5 |
| By Discretionary | ||
| Discretionary | 351 | 298.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 351 | 298.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.5 | |
| Total | 351 | 298.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ketron Financial LLC
✚
|
CA | 0.3 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
EGI Financial Inc
✚
|
OH | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Fairfield Financial Advisors Ltd
✚
|
MA | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |
|
First Dallas Securities Inc
✚
|
TX | 0.3 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.3 |
|
BAC Capital Advisors LLC
✚
|
WA | 0.3 |