|
⚲
|
| Arkos Global Advisors LLC
✚
| |
|---|---|
| CRD # | 287466 |
| SEC # | 801-110406 |
| CIK # | 0001769089 |
| AUM | $939.4 MM (2024-03-29) |
| Employees | 18 (22% Investors, 0% Brokers) |
| Phone | 346-352-2360 |
| Address | 4400 Post Oak Pkwy Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 0.0 | ||
| IAU | 0.0 | ||
| AAPL | 2,382,844.0 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 86.7 |
| (b) Individuals (high net worth individuals) | 122 | 659.6 |
| (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 | 6 | 183.5 |
| (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 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 939.4 |
| By Discretionary | ||
| Discretionary | 1,103 | 939.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 939.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 939.4 | |
| Total | 1,103 | 939.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769089] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Islandbridge Capital Limited
✚
|
0.9 | |
|
The de Burlo Group Inc
✚
|
MA | 0.9 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.9 |
|
Trutina Financial LLC
✚
|
WA | 0.9 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
|
Corbyn Investment Management Inc
✚
|
MD | 0.9 |
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Platform Technology Partners LLC
✚
|
NY | 0.9 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 0.9 |