Connectus Wealth LLC
- Assets, Funds, Holdings
| Connectus Wealth LLC
|
| CRD # | 310912 |
| SEC # | 801-119970 |
| CIK # | 0001857493 |
| AUM |
|
| Employees |
97 (86% Investors, 0% Brokers)
|
| Phone | 513-832-5463 |
| Address | 20 Wight Ave
Hunt Valley, MD 21030 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
4,659
|
1.7 |
| (b) Individuals (high net worth individuals) |
1,712
|
5.6 |
| (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 |
1 |
0.0 |
| (g) Pension and profit sharing plans |
97 |
0.8 |
| (h) Charitable organizations |
30 |
0.2 |
| (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 |
180 |
0.3 |
| (n) Other |
1 |
0.0 |
| Total |
12,022 |
8.7 |
| By Discretionary |
| Discretionary |
11,949 |
8.5 |
| Non-Discretionary |
73 |
0.1 |
| Total |
12,022 |
8.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
8.6 |
| Total |
12,022 |
8.7 |
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