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BSW Wealth Partners Inc A Public Benefit Corporation
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CRD # | 107485 |
SEC # | 801-45532 |
CIK # | 0001512601 |
AUM | $1.8 BB (2024-03-27) |
Employees | 29 (72% Investors, 0% Brokers) |
Phone | 303-444-9696 |
Address | 2300 Broadway Street Boulder, CO 80304 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 21.2 | |
NVDA | 399,550.0 | 8.2 | |
MSFT | 1,918,222.4 | 7.8 | |
IAU | 6.5 | ||
AMZN | 1,092,997.8 | 5.6 | |
PG | 338,108.9 | 4.6 | |
GOOG | 1,482,566.4 | 4.2 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 89 | 49.1 |
(b) Individuals (high net worth individuals) | 302 | 1,742.8 |
(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 | 11 | 14.0 |
(h) Charitable organizations | 7 | 23.5 |
(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 | 7 | 8.1 |
(n) Other | 0 | 0.0 |
Total | 3,752 | 1,837.4 |
By Discretionary | ||
Discretionary | 3,504 | 1,770.2 |
Non-Discretionary | 248 | 67.2 |
Total | 3,752 | 1,837.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,837.4 | |
Total | 3,752 | 1,837.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001512601] |
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Eighteen48 Partners Limited
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|
1.9 | |
Cullinan Associates Inc
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KY | 1.9 |
Manitou Investment Management Ltd
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|
1.8 | |
Kathmere Capital Management LLC
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PA | 1.8 |
BFC Planning Inc
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IA | 1.8 |
Full Sail Capital LLC
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|
OK | 1.8 |
Madison Avenue Securities LLC
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CA | 1.8 |
Redhawk Wealth Advisors Inc
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|
MN | 1.8 |
DDD Partners LLC
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|
WA | 1.8 |
Granite FO LLC
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|
NH | 1.8 |