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| Happy Holidays!! thanks for using AUM13F!! |
| AdvisorNet Financial Inc
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|---|---|
| CRD # | 113074 |
| SEC # | 801-77035 |
| CIK # | 0001409362 |
| AUM | $2.3 B (2025-07-22) |
| Employees | 114 (65% Investors, 53% Brokers) |
| Phone | 612-347-8600 |
| Address | 110 Cheshire Lane Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 29.3 | ||
| Apple Inc | 22.1 | ||
| Nvidia Corp | 21.1 | ||
| SPDR Gold Trust | 20.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,860 | 0.6 |
| (b) Individuals (high net worth individuals) | 840 | 1.8 |
| (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 | 5 | 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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,091 | 2.3 |
| By Discretionary | ||
| Discretionary | 7,081 | 2.3 |
| Non-Discretionary | 10 | 0.0 |
| Total | 7,091 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 7,091 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001409362] | |
| D | [0001409362] |
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|---|---|---|
|
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IA | 2.4 |
|
Main Street Research LLC
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CT | 2.4 |
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SSB Wealth Management Inc
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IL | 2.3 |
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LarrainVial Asset Management Administradora General de Fondos Sa
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2.3 | |
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Phillips and Company Advisors LLC
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OR | 2.3 |
|
EFS Advisors LLC
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|
MN | 2.3 |
|
Mitchell McLeod Pugh & Williams Inc
✚
|
2.3 | |
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2.3 |