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Carsonallaria Wealth Management Ltd
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CRD # | 157998 |
SEC # | 801-112867 |
CIK # | 0001900946 |
AUM | $469.8 MM (2024-07-26) |
Employees | 9 (56% Investors, 22% Brokers) |
Phone | 618-288-9505 |
Address | 2246 S State Route 157 Glen Carbon, IL 62034 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 2.8 | |
MSFT | 1,918,222.4 | 2.3 | |
LLY | 301,789.7 | 1.4 | |
AMZN | 1,092,997.8 | 0.8 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 435 | 107.1 |
(b) Individuals (high net worth individuals) | 115 | 282.1 |
(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 | 12 | 80.7 |
(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 | 562 | 469.8 |
By Discretionary | ||
Discretionary | 562 | 469.8 |
Non-Discretionary | 0 | 0.0 |
Total | 562 | 469.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 469.8 | |
Total | 562 | 469.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001900946] |
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