Commonwealth Retirement Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Commonwealth Retirement Investments LLC
CRD #285998
SEC #801-108783
CIK #0001963787
AUM $240.4 MM (2024-06-10)
Employees 9 (56% Investors, 11% Brokers)
Phone804-282-1238
Address9030 Stony Point Parkway
Richmond, VA 23235
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($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
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
Terms | Privacy | Guide
tony@aum13f.com