|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Commonwealth Financial Services LLC
✚
|
|
|---|---|
| CRD # | 324930 |
| SEC # | 801-127499 |
| CIK # | 0001536755 |
| AUM | $774.8 M (2025-06-20) |
| Employees | 26 (42% Investors, 0% Brokers) |
| Phone | 304-422-3531 |
| Address | 373 Timberline Parkway Vienna, WV 26105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.9 | ||
| Nvidia Corp | 10.6 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,064 | 645.9 |
| (b) Individuals (high net worth individuals) | 21 | 108.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 5.2 |
| (h) Charitable organizations | 8 | 1.2 |
| (i) State or municipal government entities | 2 | 1.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 11.3 |
| (n) Other | 12 | 1.4 |
| Total | 4,851 | 774.8 |
| By Discretionary | ||
| Discretionary | 4,599 | 753.3 |
| Non-Discretionary | 252 | 21.5 |
| Total | 4,851 | 774.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 774.8 | |
| Total | 4,851 | 774.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536755] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gill Capital Partners LLC
✚
|
CO | 0.8 |
|
Peak Wealth Solutions Inc
✚
|
OH | 0.8 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.8 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.8 |
|
The Millstone Evans Group LLC
✚
|
CO | 0.8 |
|
Basepoint Wealth LLC
✚
|
IA | 0.8 |
|
Galecki Financial Management Inc
✚
|
IN | 0.8 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.8 |
|
Catalina Capital Group LLC
✚
|
CA | 0.8 |
|
Dorsey Wright & Associates LLC
✚
|
VA | 0.8 |