|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Certified Financial Strategies Corporation
✚
|
|
|---|---|
| CRD # | 114361 |
| SEC # | 801-132742 |
| CIK # | |
| AUM | $118.1 M (2025-04-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-702-8121 |
| Address | 12700 Hillcrest Rd, Ste 210 Dallas, TX 75230 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 25.1 |
| (b) Individuals (high net worth individuals) | 67 | 90.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 118.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 153 | 118.1 |
| Total | 153 | 118.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.1 | |
| Total | 153 | 118.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
at Lloyd's Inc
✚
|
WA | 0.1 |
|
Chastain Wealth Management LLC
✚
|
0.1 | |
|
Lane Generational LLC
✚
|
0.1 | |
|
Safran Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Broadstreet Global Advisors Inc
✚
|
NY | 0.1 |
|
Peace of MIND Financial Inc
✚
|
CO | 0.1 |
|
Calder Financial LLC
✚
|
0.1 | |
|
Burnham & Company LLC
✚
|
MI | 0.1 |
|
Arbalpha Capital LLC
✚
|
FL | 0.1 |
|
YDFS Inc
✚
|
0.1 |