|
⚲
|
| Camarda Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 113784 |
| SEC # | 801-61028 |
| CIK # | 0001536444 |
| AUM | $331.1 MM (2024-07-15) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 904-278-1177 |
| Address | 4371 Hwy 17 201 Fleming Island, FL 32003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MU | 64,610.3 | 5.6 | |
| AAPL | 2,382,844.0 | 4.9 | |
| QCOM | 147,392.0 | 4.0 | |
| AMZN | 1,092,997.8 | 4.0 | |
| GOOGL | 1,475,138.5 | 3.8 | |
| MSFT | 1,918,222.4 | 3.5 | |
| AVGO | 201,282.9 | 3.2 | |
| AMAT | 82,662.4 | 2.8 | |
| CEG | 18,974.7 | 2.7 | |
| COST | 207,576.9 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 110.9 |
| (b) Individuals (high net worth individuals) | 105 | 214.7 |
| (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 | 1 | 5.5 |
| (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 | 1,207 | 331.1 |
| By Discretionary | ||
| Discretionary | 1,179 | 316.2 |
| Non-Discretionary | 28 | 15.0 |
| Total | 1,207 | 331.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.1 | |
| Total | 1,207 | 331.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001536444] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alphaq Advisors LLC
✚
|
FL | 0.3 |
|
Joule Financial LLC
✚
|
KY | 0.3 |
|
Freedom Fiduciaries LLC
✚
|
ID | 0.3 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.3 |
|
Spielberger & Brooks Inc
✚
|
NY | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |
|
Santori & Peters Inc
✚
|
PA | 0.3 |
|
Petix & Botte Company
✚
|
CA | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |