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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Client 1st Advisory Group LLC
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|---|---|
| CRD # | 167790 |
| SEC # | 801-78052 |
| CIK # | 0001802816 |
| AUM | $404.0 M (2025-03-31) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 727-450-2301 |
| Address | 678 Douglas Avenue Dunedin, FL 34698 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.2 | ||
| Exxon Mobil Corp | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Apple Inc | 2.6 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Facebook Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 85.7 |
| (b) Individuals (high net worth individuals) | 108 | 306.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.1 |
| (h) Charitable organizations | 4 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 840 | 404.0 |
| By Discretionary | ||
| Discretionary | 838 | 397.9 |
| Non-Discretionary | 2 | 6.1 |
| Total | 840 | 404.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.0 | |
| Total | 840 | 404.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802816] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
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|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
Fischer Investment Group Inc
✚
|
NY | 0.4 |