|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CSM Advisors LLC
✚
|
|
|---|---|
| CRD # | 306128 |
| SEC # | 801-117641 |
| CIK # | 0001863523 |
| AUM | $10.3 B (2025-05-28) |
| Employees | 49 (41% Investors, 12% Brokers) |
| Phone | 412-566-1234 |
| Address | 2000 Ericsson Drive Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Bank of New York Mellon Corp | 0.0 | ||
| Duke Energy Corp | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Citigroup Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 123 | 3.1 |
| (h) Charitable organizations | 23 | 0.3 |
| (i) State or municipal government entities | 101 | 3.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.9 |
| (n) Other | 36 | 0.1 |
| Total | 327 | 10.3 |
| By Discretionary | ||
| Discretionary | 327 | 10.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 10.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 9.9 | |
| Total | 327 | 10.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001863523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
10.7 | |
|
Frontier Capital Management Co LLC
✚
|
MA | 10.7 |
|
Asset Preservation Advisors LLC
✚
|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 10.6 |
|
James Hambro & Partners LLP
✚
|
10.6 | |
|
Invesco Asset Management India PVT Ltd
✚
|
10.3 | |
|
Kestra Private Wealth Services LLC
✚
|
TX | 10.2 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 10.1 |
|
Mission Wealth Management LP
✚
|
CA | 10.0 |
|
Concurrent Investment Advisors LLC
✚
|
FL | 9.9 |