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| Bogart Wealth LLC
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| |
|---|---|
| CRD # | 283886 |
| SEC # | 801-107912 |
| CIK # | 0001715740 |
| AUM | $2.6 BB (2024-07-01) |
| Employees | 36 (56% Investors, 0% Brokers) |
| Phone | 703-570-8651 |
| Address | 2010 Corporate Ridge Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 145.0 | |
| MSFT | 1,918,222.4 | 27.2 | |
| AAPL | 2,382,844.0 | 26.5 | |
| AMZN | 1,092,997.8 | 15.8 | |
| V | 419,260.5 | 14.9 | |
| NVDA | 399,550.0 | 14.4 | |
| CAT | 99,975.7 | 13.3 | |
| IBM | 127,593.9 | 13.1 | |
| GOOGL | 1,475,138.5 | 13.0 | |
| NFLX | 79,791.6 | 12.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 640 | 0.2 |
| (b) Individuals (high net worth individuals) | 619 | 2.4 |
| (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 | 6,495 | 2.6 |
| By Discretionary | ||
| Discretionary | 4,119 | 1.8 |
| Non-Discretionary | 2,376 | 0.8 |
| Total | 6,495 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 6,495 | 2.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001715740] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stash Investments LLC
✚
|
NY | 3.3 |
|
Maseco LLP
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|
3.3 | |
|
Stoker Ostler Wealth Advisors Inc
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|
AZ | 2.6 |
|
Roffman Milller Associates Inc
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PA | 2.5 |
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Chas P Smith & Associates PA Cpa's
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|
FL | 2.4 |
|
The Retirement Planning Group LLC
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|
KS | 2.3 |
|
Key Financial Inc
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|
PA | 2.2 |
|
Baltimore-Washington Financial Advisors Inc
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|
MD | 1.9 |
|
Motley Fool Wealth Management LLC
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|
VA | 1.9 |
|
John Hancock Personal Financial Services LLC
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|
MA | 1.9 |