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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| E6 Portfolios
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| CRD # | 326617 |
| SEC # | 801-128335 |
| CIK # | |
| AUM | $134.0 M (2025-03-31) |
| Employees | 8 (38% Investors, 25% Brokers) |
| Phone | 801-545-8706 |
| Address | Everspire Plaza, 6900 S 900 E Midvale, UT 84047 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 74.6 |
| (b) Individuals (high net worth individuals) | 42 | 58.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,069 | 134.0 |
| By Discretionary | ||
| Discretionary | 1,069 | 134.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,069 | 134.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.0 | |
| Total | 1,069 | 134.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gervais Capital Management LLC
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WY | 0.1 |
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Mindoro Capital Partners LLC
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MA | 0.1 |
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Forest Capital Operating Company LLC
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NC | 0.1 |
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Foundry Wealth Advisors LLC
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MD | 0.1 |
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Kestrel Wealth Management LLC
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IN | 0.1 |
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Hanseatic Management Services Inc
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NM | 0.1 |
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Sandena Inc
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CA | 0.1 |
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BHK Securities LLC
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AL | 0.1 |
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van der Noord Financial Advisors Inc
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SC | 0.1 |
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Waypoints Financial LLC
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FL | 0.1 |