Ahrens Investment Partners LLC

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Assets, Funds, Holdings

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Ahrens Investment Partners LLC
CRD #222517
SEC #801-101539
CIK #0001698481
AUM
Employees 14 (71% Investors, 21% Brokers)
Phone337-981-1376
Address412 Settlers Trace Boulevard
Lafayette, LA 70508
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
80064048032016002010201420192024
CIK Period
0001698481
Sector Form 13F Holdings Value ($M)
Apple Inc 7.4
SPDR Gold Trust 5.3
Exxon Mobil Corp 5.0
Chevron Corp 4.3
DNP Select Income Fund Inc 3.6
Microsoft Corp 3.1
Amazon Com Inc 2.6
iShares Comex Gold Trust 2.4
AbbVie Inc 2.2
Home Depot Inc 2.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
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 - 2025
13F-HR [0001698481]
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