|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| C2C Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 284148 |
| SEC # | 801-110173 |
| CIK # | 0001868903 |
| AUM | $165.3 M (2025-07-07) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 646-222-7440 |
| Address | 32531 N Scottsdale Rd Scottsdale, AZ 85266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.1 | ||
| Apple Inc | 8.0 | ||
| Cohen & Steers Infrastructure Fund Inc | 6.8 | ||
| International Business Machines Corp | 5.3 | ||
| Chevron Corp | 5.3 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 3.7 | ||
| Philip Morris International Inc | 1.9 | ||
| Enterprise Products Partners L P | 1.9 | ||
| Stryker Corp | 1.6 | ||
| PIMCO Corporate & Income Opportunity Fund | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 61.5 |
| (b) Individuals (high net worth individuals) | 47 | 103.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 165.3 |
| By Discretionary | ||
| Discretionary | 428 | 165.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 428 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.3 | |
| Total | 428 | 165.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001868903] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.2 |
|
Dowling Financial Services Inc
✚
|
CT | 0.2 |
|
Northavenue LLC
✚
|
OH | 0.2 |
|
Southcol Advisors LLC
✚
|
FL | 0.2 |
|
Garlikov Advisors Inc
✚
|
OH | 0.2 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.2 |
|
Upper Left Wealth Management LLC
✚
|
0.2 | |
|
Perissos Private Wealth Management LLC
✚
|
OK | 0.2 |
|
Crossgrain Family Investments LLC
✚
|
0.2 | |
|
PMG Wealth Management Inc
✚
|
IL | 0.2 |