|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Coquina Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 333615 |
| SEC # | 801-132012 |
| CIK # | |
| AUM | $392.1 M (2025-06-17) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 941-206-5120 |
| Address | 18501 Murdock Circle, Port Charlotte, FL 33948 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 846 | 94.8 |
| (b) Individuals (high net worth individuals) | 657 | 268.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 3.3 |
| (h) Charitable organizations | 10 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,541 | 392.1 |
| By Discretionary | ||
| Discretionary | 1,541 | 392.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,541 | 392.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.1 | |
| Total | 1,541 | 392.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |
|
Newton One Investments LLC
✚
|
DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.4 |
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Yukon Wealth Management Inc
✚
|
KS | 0.4 |
|
C C Dunnavan & Co Inc
✚
|
MN | 0.4 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.4 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.4 |