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| I'm in the process of updating the data!! apologies for any slow speeds! |
| ADE LLC
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|---|---|
| CRD # | 168345 |
| SEC # | 801-106631 |
| CIK # | 0001845950 |
| AUM | $312.1 MM (2024-03-29) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 443-563-1111 |
| Address | 1500 Sulgrave Ave Baltimore, MD 21209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.8 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 3.0 | ||
| Booz Allen Hamilton Holding Corp | 1.5 | ||
| Exxon Mobil Corp | 1.0 | ||
| Lancaster Colony Corp | 0.9 | ||
| Emerson Electric Co | 0.8 | ||
| Sprott Physical Gold Trust | 0.8 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 38.6 |
| (b) Individuals (high net worth individuals) | 127 | 268.7 |
| (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 | 1.5 |
| (h) Charitable organizations | 0 | 1.6 |
| (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 | 5 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 876 | 312.1 |
| By Discretionary | ||
| Discretionary | 823 | 299.8 |
| Non-Discretionary | 53 | 12.3 |
| Total | 876 | 312.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.1 | |
| Total | 876 | 312.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845950] |
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|---|---|---|
|
The Martin Worley Group
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UT | 0.3 |
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O'Boyle Wealth Management Inc
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CA | 0.3 |
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Rialto Wealth Management LLC
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NY | 0.3 |
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FL | 0.3 |
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Hutchens & Kramer Investment Management Group LLC
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IN | 0.3 |
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Altruist Financial Advisors LLC
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MI | 0.3 |
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SC | 0.3 |
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Integrity Wealth Advisors LLC
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CA | 0.3 |
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Lifepro Asset Management LLC
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