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CGN Advisors LLC
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CRD # | 159359 |
SEC # | 801-72913 |
CIK # | 0001841506 |
AUM | $1.1 BB (2024-08-22) |
Employees | 42 (100% Investors, 0% Brokers) |
Phone | 910-333-6659 |
Address | 512 Poyntz Ave Manhattan, KS 66502 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
SPEM | 16.0 | ||
MSFT | 1,918,222.4 | 11.1 | |
AAPL | 2,382,844.0 | 9.5 | |
NVDA | 399,550.0 | 7.8 | |
GOOGL | 1,475,138.5 | 7.4 | |
AMZN | 1,092,997.8 | 7.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 779 | 292.1 |
(b) Individuals (high net worth individuals) | 339 | 650.6 |
(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 | 9 | 8.2 |
(h) Charitable organizations | 5 | 4.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 3 | 178.5 |
(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 | 7 | 1.8 |
(n) Other | 0 | 0.0 |
Total | 3,627 | 1,135.2 |
By Discretionary | ||
Discretionary | 3,581 | 1,121.0 |
Non-Discretionary | 46 | 14.2 |
Total | 3,627 | 1,135.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 1,134.8 | |
Total | 3,627 | 1,135.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001841506] |
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Seaview Investment Managers LLC
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HBW Advisory Services LLC
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Triune Financial Partners LLC
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Heartwood Wealth Advisors LLC
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Madison Financial Advisors Ltd
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Janiczek Wealth Management LLC
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CO | 1.1 |