|
⚲
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| Cambridge Investment Research Advisors Inc
✚
|
|
|---|---|
| CRD # | 134139 |
| SEC # | 801-63930 |
| CIK # | 0001419186 |
| AUM | $87.4 BB (2024-07-22) |
| Employees | 3,312 (99% Investors, 96% Brokers) |
| Phone | 641-472-5100 |
| Address | 1776 Pleasant Plain Rd Fairfield, IA 52556-8757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| META | 434.9 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| JPM | 340.2 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270,166 | 46.2 |
| (b) Individuals (high net worth individuals) | 33,273 | 38.5 |
| (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 | 933 | 0.7 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 2,492 | 2.0 |
| (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 | 448,526 | 87.4 |
| By Discretionary | ||
| Discretionary | 421,169 | 79.9 |
| Non-Discretionary | 27,357 | 7.5 |
| Total | 448,526 | 87.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 87.1 | |
| Total | 448,526 | 87.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001419186] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Corient Private Wealth LLC
✚
|
FL | 118.2 |
|
Invesco Asset Management Ltd
✚
|
107.4 | |
|
Cetera Investment Advisers LLC
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|
IL | 104.5 |
|
Record Currency Management Limited
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|
101.9 | |
|
Osaic Wealth Inc
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|
AZ | 94.6 |
|
Janney Montgomery Scott LLC
✚
|
PA | 85.9 |
|
MML Investors Services LLC
✚
|
MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 72.0 |
|
Rathbones Investment Management Limited
✚
|
63.6 | |
|
Truist Advisory Services Inc
✚
|
GA | 61.4 |