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Anson Capital Inc
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CRD # | 131416 |
SEC # | 801-113310 |
CIK # | 0001906003 |
AUM | $203.7 MM (2024-08-27) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 678-216-0795 |
Address | 160 Greencastle Road Tyrone, GA 30290 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
SGOL | 1.3 | ||
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 48 | 28.1 |
(b) Individuals (high net worth individuals) | 58 | 156.5 |
(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 | 2 | 19.1 |
(h) Charitable organizations | 2 | 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 | 1 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 441 | 203.7 |
By Discretionary | ||
Discretionary | 414 | 184.6 |
Non-Discretionary | 27 | 19.1 |
Total | 441 | 203.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 203.7 | |
Total | 441 | 203.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001906003] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Wedgewood Investors Inc
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|
PA | 0.2 |
Beacon Wealth Consultants Inc
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|
VA | 0.2 |
Loyola Asset Management LLC
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|
FL | 0.2 |
Connecticut Capital Management Group LLC
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|
CT | 0.2 |
Braun-Bostich & Associates Inc
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|
PA | 0.2 |
Doceo Wealth LLC
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|
ID | 0.2 |
TABR Capital Management LLC
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|
CA | 0.2 |
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
Paul J Glashofer Enterprises Inc
✚
|
MD | 0.2 |
J Team Financial Inc
✚
|
TX | 0.2 |