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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Checchi Capital Advisers LLC
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|---|---|
| CRD # | 143478 |
| SEC # | 801-67727 |
| CIK # | 0001598186 |
| AUM | $2.3 B (2025-05-05) |
| Employees | 26 (31% Investors, 0% Brokers) |
| Phone | 310-432-0010 |
| Address | 9720 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 43.5 | ||
| Apple Inc | 36.6 | ||
| Nvidia Corp | 33.2 | ||
| iShares Comex Gold Trust | 23.4 | ||
| SPDR Gold Trust | 18.5 | ||
| Amazon Com Inc | 17.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 182 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,198 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,074 | 2.2 |
| Non-Discretionary | 124 | 0.1 |
| Total | 1,198 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1.8 | |
| Total | 1,198 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598186] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Checchi Capital Advisers LLC
✚
|
CA | 2.3 |
|
Checchi Capital Fund Advisers LLC
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rock Harbor Partners LLC
✚
|
NY | 2.3 |
|
Cookson Peirce & Co Inc
✚
|
PA | 2.3 |
|
Valley Wealth Managers Inc
✚
|
NJ | 2.3 |
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2.3 |
|
Kaufman Hall Investment Management LLC
✚
|
TN | 2.3 |
|
Howard Capital Management Group LLC
✚
|
CA | 2.3 |
|
LM Advisors LLC
✚
|
CA | 2.3 |
|
McAdam LLC
✚
|
PA | 2.3 |
|
Strategic Financial Services Inc
✚
|
NY | 2.3 |
|
LVW Advisors LLC
✚
|
NY | 2.3 |