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| Boothe Investment Group Inc
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| CRD # | 291437 |
| SEC # | 801-112462 |
| CIK # | 0001749798 |
| AUM | 369.3 M (2026-02-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 302-734-7526 |
| Address | 450 Kings Hwy NE Dover, DE 19901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pinterest Inc | 14.6 | ||
| Citigroup Inc | 10.9 | ||
| Sharkninja Inc | 10.6 | ||
| ServiceNow Inc | 9.8 | ||
| Advanced Micro Devices Inc | 9.3 | ||
| Pfizer Inc | 8.5 | ||
| AbbVie Inc | 8.0 | ||
| Uber Technologies Inc | 7.4 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 7.0 | ||
| Facebook Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 148.9 |
| (b) Individuals (high net worth individuals) | 86 | 204.1 |
| (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 | 16 | 12.2 |
| (h) Charitable organizations | 4 | 4.1 |
| (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 | 1,466 | 369.3 |
| By Discretionary | ||
| Discretionary | 1,441 | 366.2 |
| Non-Discretionary | 25 | 3.1 |
| Total | 1,466 | 369.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.3 | |
| Total | 1,466 | 369.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001749798] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthspring Partners LLC
✚
|
CA | 370.2 M |
|
Cosner Financial Group LLC
✚
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Willow Grove Advisors LLC
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Valued Wealth Advisors LLC
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|
MZ KARK & Associates Inc
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|
Stonebridge Wealth Systems LLC
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|
Integrity Wealth Solutions LLC
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|
Tagstone Capital Inc
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|
NC | 368.9 M |
|
Gaddis Premier Wealth Advisors LLC
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OK | 368.5 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |