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| Happy Holidays!! thanks for using AUM13F!! |
| Byrne Financial Freedom LLC
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| CRD # | 167893 |
| SEC # | 801-107534 |
| CIK # | 0002063947 |
| AUM | $435.7 M (2025-03-24) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 508-528-9366 |
| Address | 11 East Street Franklin, MA 02038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063947 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 19.5 | ||
| Alphabet Inc | 10.5 | ||
| Microsoft Corp | 9.4 | ||
| Palantir Technologies Inc | 8.3 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 7.5 | ||
| Apple Inc | 7.4 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Costco Wholesale Corp /NEW | 4.8 | ||
| Nvidia Corp | 2.3 | ||
| Amphenol Corp /DE/ | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 102.6 |
| (b) Individuals (high net worth individuals) | 363 | 319.9 |
| (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 | 10 | 11.7 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,657 | 435.7 |
| By Discretionary | ||
| Discretionary | 1,656 | 435.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,657 | 435.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 433.8 | |
| Total | 1,657 | 435.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002063947] |
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