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| Happy Holidays!! thanks for using AUM13F!! |
| Center for Asset Management LLC
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| CRD # | 147981 |
| SEC # | 801-117438 |
| CIK # | 0001844878 |
| AUM | $229.1 M (2025-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 561-625-0900 |
| Address | 3399 PGA Boulevard, Ste 320 Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 6.6 | |
| Apple Inc | 5.2 | |
| Nvidia Corp | 4.5 | |
| Amazon Com Inc | 2.9 | |
| Broadcom Inc | 2.8 | |
| Facebook Inc | 2.5 | |
| Alphabet Inc | 2.4 | |
| Procter & Gamble Co | 2.3 | |
| FPL Group Inc | 2.0 | |
| AT&T Inc | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 57.1 |
| (b) Individuals (high net worth individuals) | 72 | 169.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,315 | 229.1 |
| By Discretionary | ||
| Discretionary | 1,315 | 229.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,315 | 229.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 229.0 | |
| Total | 1,315 | 229.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844878] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Welch Investment Group LLC
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|
OR | 0.2 |
|
Luken Investment Analytics LLC
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|
TN | 0.2 |
|
Fenway Financial Advisors LLC
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|
VA | 0.2 |
|
Vivid Wealth Management LLC
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|
IA | 0.2 |
|
Sage Stone Wealth Management LLC
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|
CA | 0.2 |
|
Nestegg Advisors Inc
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|
NY | 0.2 |
|
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
Clarity Asset Management Inc
✚
|
IA | 0.2 |
|
Chronim Investments Inc
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|
TX | 0.2 |