|
⚲
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| Advisor OS LLC
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| |
|---|---|
| CRD # | 287792 |
| SEC # | 801-110639 |
| CIK # | 0001767580 |
| AUM | $1.4 BB (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-300-4781 |
| Address | 141 West Jackson Blvd Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 28.6 | |
| NOC | 72,230.4 | 20.5 | |
| MSFT | 1,918,222.4 | 16.9 | |
| NVDA | 399,550.0 | 14.8 | |
| AMZN | 1,092,997.8 | 8.8 | |
| GOOGL | 1,475,138.5 | 6.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,168 | 321.7 |
| (b) Individuals (high net worth individuals) | 356 | 1,061.8 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3,581 | 35.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,105 | 1,418.6 |
| By Discretionary | ||
| Discretionary | 5,105 | 1,418.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,105 | 1,418.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,418.6 | |
| Total | 5,105 | 1,418.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767580] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 1.4 |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 0.1 |
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