|
⚲
|
| E6 Portfolios
✚
|
|
|---|---|
| CRD # | 326617 |
| SEC # | 801-128335 |
| CIK # | 0002110817 |
| AUM | $239.4 M (2026-03-27) |
| Employees | 9 (33% Investors, 22% Brokers) |
| Phone | 801-545-8706 |
| Address | Everspire Plaza, 6900 S 900 E Midvale, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.2 | ||
| Automatic Data Processing Inc | 0.9 | ||
| iShares Bitcoin Trust | 0.9 | ||
| MicroStrategy Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 140.6 |
| (b) Individuals (high net worth individuals) | 51 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,785 | 239.4 |
| By Discretionary | ||
| Discretionary | 1,785 | 239.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,785 | 239.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.4 | |
| Total | 1,785 | 239.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110817] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Loyola Asset Management LLC
✚
|
FL | 0.2 |
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Brewster Financial Planning LLC
✚
|
NY | 0.2 |
|
SWP Financial LLC
✚
|
CA | 0.2 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.2 |
|
Galleria Financial Advisors LLC
✚
|
GA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
SAOS Capital LLC
✚
|
SC | 0.2 |
|
Street Capital Partners LLC
✚
|
IN | 0.2 |
|
Snowcap Capital Management LLC
✚
|
TX | 0.2 |