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| Happy Holidays!! thanks for using AUM13F!! |
| Boothe Investment Group Inc
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| CRD # | 291437 |
| SEC # | 801-112462 |
| CIK # | 0001749798 |
| AUM | $283.0 M (2025-02-18) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 302-734-7526 |
| Address | 450 Kings Hwy NE Dover, DE 19901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 11.4 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 9.5 | ||
| Citigroup Inc | 8.9 | ||
| Kinross Gold Corp | 8.2 | ||
| ServiceNow Inc | 7.9 | ||
| Pfizer Inc | 7.9 | ||
| Uber Technologies Inc | 7.5 | ||
| Facebook Inc | 7.0 | ||
| CrowdStrike Holdings Inc | 6.7 | ||
| Alibaba Group Holding Ltd | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 485 | 124.0 |
| (b) Individuals (high net worth individuals) | 68 | 141.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 118 | 17.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,330 | 283.0 |
| By Discretionary | ||
| Discretionary | 1,307 | 279.8 |
| Non-Discretionary | 23 | 3.2 |
| Total | 1,330 | 283.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.0 | |
| Total | 1,330 | 283.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001749798] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Solitude Financial Services Inc
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|
VA | 0.3 |
|
Taylor Securities Inc
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|
TN | 0.3 |
|
Trisperity Advisors LLC
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TX | 0.3 |
|
Theory Financial LLC
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CO | 0.3 |
|
Retirement Planning Group LLC
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NY | 0.3 |
|
Latko Wealth Management Ltd
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IL | 0.3 |
|
Western Financial Corporation
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|
CA | 0.3 |
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |
|
Artifex Financial Group LLC
✚
|
OH | 0.3 |
|
Tower View Wealth Management LLC
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|
0.3 |