|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alphamark Advisors LLC
✚
|
|
|---|---|
| CRD # | 109366 |
| SEC # | 801-58156 |
| CIK # | 0001348183 |
| AUM | $405.8 M (2025-03-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 859-957-1803 |
| Address | 810 Wrights Summit Parkway, Suite 100 Ft Wright, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Smucker J M Co | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Fidelity National Information Services Inc | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Park Hotels & Resorts Inc | 0.1 | ||
| Enterprise Products Partners L P | 0.1 | ||
| Philip Morris International Inc | 0.1 | ||
| Ambev Sa | 0.1 | ||
| Qualcomm Inc/DE | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 92.6 |
| (b) Individuals (high net worth individuals) | 98 | 288.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 446 | 405.8 |
| By Discretionary | ||
| Discretionary | 446 | 405.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 405.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 400.6 | |
| Total | 446 | 405.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001348183] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridiana MFO LLC
✚
|
FL | 0.4 |
|
Horizon Advisors LLC
✚
|
TX | 0.4 |
|
Asset Planning Corporation
✚
|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 0.4 |
|
Fidato Wealth LLC
✚
|
OH | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |
|
Coston McIsaac and Partners Inc
✚
|
ME | 0.4 |
|
Fusion Capital LLC
✚
|
SC | 0.4 |
|
IVC Wealth Advisors LLC
✚
|
PA | 0.4 |
|
Leslie Global Wealth LLC
✚
|
IL | 0.4 |