|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bogart Wealth LLC
✚
|
|
|---|---|
| CRD # | 283886 |
| SEC # | 801-107912 |
| CIK # | 0001715740 |
| AUM | $2.7 B (2025-03-12) |
| Employees | 41 (56% Investors, 0% Brokers) |
| Phone | 703-570-8651 |
| Address | 2010 Corporate Ridge Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001715740 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Exxon Mobil Corp | 0.2 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| BlackRock Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| CME Group Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| BB&T Corp | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 702 | 0.2 |
| (b) Individuals (high net worth individuals) | 627 | 2.5 |
| (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 | 6,117 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,042 | 2.1 |
| Non-Discretionary | 2,075 | 0.6 |
| Total | 6,117 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 6,117 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001715740] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maseco LLP
✚
|
3.8 | |
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3.1 |
|
Roffman Milller Associates Inc
✚
|
PA | 2.9 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.7 |
|
Berger Financial Group Inc
✚
|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2.5 |
|
Key Financial Inc
✚
|
PA | 2.5 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 2.2 |
|
VISE AI Advisors LLC
✚
|
NY | 2.2 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2.0 |