BFT Financial Group LLC

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Assets, Funds, Holdings

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BFT Financial Group LLC
CRD #109121
SEC #801-57022
CIK #0001146089
AUM
Employees 22 (100% Investors, 68% Brokers)
Phone817-354-1090
Address860 Airport Freeway, Suite 402
Hurst, TX 76054
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
70056042028014001999200720152024
Sector Form 13F Holdings Value ($M)
Johnson & Johnson 134.0
Apple Inc 48.8
Amazon Com Inc 34.2
Affirm Holdings Inc 20.1
SBA Communications Corp 11.5
Microsoft Corp 10.4
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002019202020222024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,531 146.1
(b) Individuals (high net worth individuals) 174 463.2
(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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 3,226 609.3
By Discretionary
Discretionary 3,226 609.3
Non-Discretionary 0 0.0
Total 3,226 609.3
By Non-United States Persons
Non-United States Persons 5.7
United States Persons 603.6
Total 3,226 609.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001146089]
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