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| Advisor Resource Council
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|---|---|
| CRD # | 164109 |
| SEC # | 801-76667 |
| CIK # | 0001820879 |
| AUM | $2.5 BB (2024-07-31) |
| Employees | 123 (74% Investors, 59% Brokers) |
| Phone | 972-421-1360 |
| Address | 15110 Dallas Parkway Dallas, TX 75248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 1.7 | ||
| AAPL | 2,382,844.0 | 0.6 | |
| NVDA | 399,550.0 | 0.3 | |
| TXN | 142,156.2 | 0.2 | |
| XOM | 385,508.3 | 0.2 | |
| CCL | 12,142.1 | 0.2 | |
| AMZN | 1,092,997.8 | 0.1 | |
| SAVE | 2,478.7 | 0.1 | |
| MSFT | 1,918,222.4 | 0.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,449 | 0.7 |
| (b) Individuals (high net worth individuals) | 2,055 | 1.5 |
| (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 | 140 | 0.2 |
| (h) Charitable organizations | 33 | 0.0 |
| (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 | 63 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,244 | 2.5 |
| By Discretionary | ||
| Discretionary | 11,074 | 2.2 |
| Non-Discretionary | 1,170 | 0.2 |
| Total | 12,244 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 12,244 | 2.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001820879] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guardian Capital Advisors LP
✚
|
2.5 | |
|
Urban Investment Advisors Inc
✚
|
CA | 2.5 |
|
Summitry LLC
✚
|
CA | 2.5 |
|
Vista Capital Partners Inc
✚
|
OR | 2.4 |
|
Alphacore Capital LLC
✚
|
CA | 2.4 |
|
Gibson Capital LLC
✚
|
PA | 2.4 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 2.4 |
|
Nutter Investment Advisors Limited Partnership
✚
|
MA | 2.4 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.4 |
|
Meeder Asset Management Inc
✚
|
OH | 2.4 |