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| Benedetti and Gucer Inc
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| |
|---|---|
| CRD # | 166911 |
| SEC # | 801-111069 |
| CIK # | 0001859474 |
| AUM | $572.3 MM (2024-03-27) |
| Employees | 22 (59% Investors, 18% Brokers) |
| Phone | 404-602-0034 |
| Address | 7000 Peachtree Dunwoody Rd NE Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 696 | 186.5 |
| (b) Individuals (high net worth individuals) | 123 | 270.0 |
| (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 | 31 | 106.7 |
| (h) Charitable organizations | 0 | 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 | 11 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,314 | 572.3 |
| By Discretionary | ||
| Discretionary | 2,314 | 572.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,314 | 572.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 566.6 | |
| Total | 2,314 | 572.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001859474] |
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✚
|
IL | 0.6 |
|
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Integris Wealth Management LLC
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Sa Mason LLC
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Aberdeen Wealth Management LLC
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IL | 0.6 |
|
Whelan Financial
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NorthStar Asset Management Company LLC
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