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Commonwealth Retirement Investments LLC
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CRD # | 285998 |
SEC # | 801-108783 |
CIK # | 0001963787 |
AUM | $240.4 MM (2024-06-10) |
Employees | 9 (56% Investors, 11% Brokers) |
Phone | 804-282-1238 |
Address | 9030 Stony Point Parkway Richmond, VA 23235 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AVGO | 201,282.9 | 15.3 | |
MSFT | 1,918,222.4 | 11.0 | |
JPM | 340,169.2 | 9.9 | |
XOM | 385,508.3 | 8.4 | |
ABBV | 269,466.6 | 8.1 | |
CVX | 294,604.1 | 7.3 | |
JNJ | 465,600.2 | 7.0 | |
HD | 277,648.0 | 6.1 | |
CSCO | 178,309.9 | 5.6 | |
MO | 78,198.0 | 5.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 197 | 49.6 |
(b) Individuals (high net worth individuals) | 100 | 190.7 |
(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 | 1 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 820 | 240.4 |
By Discretionary | ||
Discretionary | 817 | 240.4 |
Non-Discretionary | 3 | 0.1 |
Total | 820 | 240.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 240.4 | |
Total | 820 | 240.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001963787] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rise Advisors LLC
✚
|
NY | 0.3 |
SWMG LLC
✚
|
TX | 0.2 |
Boulder Wealth Advisors LLC
✚
|
CO | 0.2 |
Nelson Securities Inc
✚
|
WA | 0.2 |
Maguire Investments LLC
✚
|
PA | 0.2 |
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
GER Loftin Wealth Advisors LLC
✚
|
GA | 0.2 |
Claris Financial LLC
✚
|
VA | 0.2 |
Mattia and Associates LLC
✚
|
FL | 0.2 |
LPFG LLC
✚
|
OH | 0.2 |