|
⚲
|
| BDO Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 222525 |
| SEC # | 801-108306 |
| CIK # | 0001713458 |
| AUM | $2.8 BB (2022-08-19) |
| Employees | 28 (93% Investors, 7% Brokers) |
| Phone | 904-396-4015 |
| Address | 1301 Riverplace Blvd Jacksonville, FL 32207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.5 | |
| MSFT | 1,918,222.4 | 10.5 | |
| JPM | 340,169.2 | 6.0 | |
| GOOGL | 1,475,138.5 | 5.8 | |
| KLAC | 49,261.0 | 5.1 | |
| PDI | 4,650.8 | 5.0 | |
| CSCO | 178,309.9 | 4.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 757 | 0.3 |
| (b) Individuals (high net worth individuals) | 541 | 2.3 |
| (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 | 10 | 0.2 |
| (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 | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,813 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,632 | 2.1 |
| Non-Discretionary | 181 | 0.7 |
| Total | 3,813 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 3,813 | 2.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001713458] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sound Shore Management Inc
✚
|
CT | 2.8 |
|
Infinex Investments Inc
✚
|
CT | 2.8 |
|
Radnor Financial Advisors LLC
✚
|
PA | 2.8 |
|
Raub Brock Capital Management LP
✚
|
CA | 2.8 |
|
Sowell Financial Services LLC
✚
|
AR | 2.8 |
|
Legacy Advisors LLC
✚
|
PA | 2.8 |
|
Gentrust LLC
✚
|
FL | 2.8 |
|
Bragg Financial Advisors Inc
✚
|
NC | 2.8 |
|
WCG Wealth Advisors LLC
✚
|
NV | 2.8 |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 2.8 |