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⚲
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| Client 1st Advisory Group LLC
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| |
|---|---|
| CRD # | 167790 |
| SEC # | 801-78052 |
| CIK # | 0001802816 |
| AUM | $348.6 MM (2024-07-13) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 727-450-2301 |
| Address | 678 Douglas Avenue Dunedin, FL 34698 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 4.1 | |
| GOOG | 1,482,566.4 | 3.6 | |
| AAPL | 2,382,844.0 | 2.5 | |
| AMZN | 1,092,997.8 | 1.5 | |
| MA | 309,583.1 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 78.1 |
| (b) Individuals (high net worth individuals) | 102 | 259.2 |
| (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 | 2 | 5.3 |
| (h) Charitable organizations | 4 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (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 | 825 | 348.6 |
| By Discretionary | ||
| Discretionary | 823 | 343.3 |
| Non-Discretionary | 2 | 5.3 |
| Total | 825 | 348.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 347.6 | |
| Total | 825 | 348.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802816] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
Crowley Wealth Management Inc
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|
DE | 0.4 |
|
Aletheian Wealth Advisors LLC
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|
WA | 0.4 |
|
Lincoln Capital Corporation
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|
RI | 0.3 |
|
Members Advisory Group LLC
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|
NY | 0.3 |
|
Brian D Lowder Inc
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|
CA | 0.3 |
|
in on Capital Advisors LLC
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|
FL | 0.3 |
|
Hardin Capital Partners LLC
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|
SC | 0.3 |
|
Rezny Wealth Management Inc
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|
FL | 0.3 |
|
Cross Financial Advisors LLC
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|
OR | 0.3 |