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| Basepoint Wealth LLC
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| |
|---|---|
| CRD # | 289538 |
| SEC # | 801-111782 |
| CIK # | |
| AUM | $665.1 MM (2024-06-10) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 319-826-1898 |
| Address | 4144 Golf Street NE Cedar Rapids, IA 52402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 958 | 243.8 |
| (b) Individuals (high net worth individuals) | 207 | 357.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 33.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 30.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,374 | 665.1 |
| By Discretionary | ||
| Discretionary | 3,345 | 648.4 |
| Non-Discretionary | 29 | 16.6 |
| Total | 3,374 | 665.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 664.2 | |
| Total | 3,374 | 665.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mirador Capital Partners LP
✚
|
CA | 0.7 |
|
Strategic Advisors LLC
✚
|
NY | 0.7 |
|
The Capital Management Corporation
✚
|
VA | 0.7 |
|
PCG Wealth Advisors LLC
✚
|
KS | 0.7 |
|
Engrave Wealth Partners LLC
✚
|
TX | 0.7 |
|
BHK Investment Advisors LLC
✚
|
AL | 0.7 |
|
Marshall & Sterling Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Keelan Capital LLC
✚
|
GA | 0.7 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 0.7 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 0.7 |