|
⚲
|
| CGN Advisors LLC
✚
|
|
|---|---|
| CRD # | 159359 |
| SEC # | 801-72913 |
| CIK # | 0001841506 |
| AUM | $724.5 MM (2023-03-09) |
| Employees | 46 (100% Investors, 0% Brokers) |
| Phone | 910-333-6659 |
| Address | 1107 Hylton Heights Rd Manhattan, KS 66502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.9 | |
| MSFT | 1,918,222.4 | 6.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 575 | 193.1 |
| (b) Individuals (high net worth individuals) | 241 | 384.8 |
| (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 | 6 | 1.8 |
| (h) Charitable organizations | 5 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 141.2 |
| (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 | 4 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,287 | 724.5 |
| By Discretionary | ||
| Discretionary | 2,223 | 706.4 |
| Non-Discretionary | 64 | 18.1 |
| Total | 2,287 | 724.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 724.1 | |
| Total | 2,287 | 724.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001841506] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Consolidated Portfolio Review Corp
✚
|
NY | 0.7 |
|
Allied Investment Advisors LLC
✚
|
MT | 0.7 |
|
Tufton Capital Management LLC
✚
|
MD | 0.7 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.7 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.7 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.7 |
|
IMA Wealth Inc
✚
|
KS | 0.7 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 0.7 |