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| Happy Holidays!! thanks for using AUM13F!! |
| Brogan Financial Inc
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| CRD # | 133623 |
| SEC # | 801-69181 |
| CIK # | 0001889918 |
| AUM | $533.3 M (2025-03-31) |
| Employees | 20 (20% Investors, 0% Brokers) |
| Phone | 865-862-6800 |
| Address | 2160 Lakeside Centre Way Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Microsoft Corp | 1.7 | ||
| SAIC Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| Texas Instruments Inc | 0.9 | ||
| Procter & Gamble Co | 0.8 | ||
| Roper Industries Inc | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Wellpoint Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 210.7 |
| (b) Individuals (high net worth individuals) | 163 | 307.7 |
| (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 | 3 | 8.8 |
| (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 | 3 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,055 | 533.3 |
| By Discretionary | ||
| Discretionary | 2,014 | 515.2 |
| Non-Discretionary | 41 | 18.1 |
| Total | 2,055 | 533.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.7 | |
| United States Persons | 525.6 | |
| Total | 2,055 | 533.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001889918] |
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