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| Ahrens Investment Partners LLC
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|
|---|---|
| CRD # | 222517 |
| SEC # | 801-101539 |
| CIK # | 0001698481 |
| AUM | $702.2 MM (2023-03-04) |
| Employees | 14 (71% Investors, 21% Brokers) |
| Phone | 337-981-1376 |
| Address | 412 Settlers Trace Boulevard Lafayette, LA 70508 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.4 | |
| GLD | 5.3 | ||
| XOM | 385,508.3 | 5.0 | |
| CVX | 294,604.1 | 4.3 | |
| DNP | 3,814.3 | 3.6 | |
| MSFT | 1,918,222.4 | 3.1 | |
| AMZN | 1,092,997.8 | 2.6 | |
| IAU | 2.4 | ||
| ABBV | 269,466.6 | 2.2 | |
| HD | 277,648.0 | 2.0 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 769 | 168.0 |
| (b) Individuals (high net worth individuals) | 192 | 457.7 |
| (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 | 13 | 74.3 |
| (h) Charitable organizations | 0 | 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 | 10 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,123 | 702.2 |
| By Discretionary | ||
| Discretionary | 2,110 | 633.4 |
| Non-Discretionary | 13 | 68.7 |
| Total | 2,123 | 702.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.2 | |
| Total | 2,123 | 702.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001698481] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.7 |
|
Peak Asset Management LLC
✚
|
CO | 0.7 |
|
Foresight Global Investors Inc
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NY | 0.7 |
|
Burns J W & Co Inc
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|
NY | 0.7 |
|
Gould Asset Management LLC
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|
CA | 0.7 |
|
Strid Group LLC
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|
PA | 0.7 |
|
180 Wealth Advisors LLC
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|
WA | 0.7 |
|
KWB Wealth
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|
CA | 0.7 |
|
Roehl & YI Investment Advisors LLC
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|
OR | 0.7 |
|
Pinnacle Wealth Advisors
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|
TN | 0.7 |