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⚲
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| ETF Portfolio Partners Inc
✚
|
|
|---|---|
| CRD # | 128366 |
| SEC # | 801-80946 |
| CIK # | 0001635342 |
| AUM | $271.2 MM (2023-02-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 913-851-1100 |
| Address | 4831 W 136th Street Leawood, KS 66224-5922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 2.0 | ||
| AAPL | 2,382,844.0 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 75.1 |
| (b) Individuals (high net worth individuals) | 69 | 188.1 |
| (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 | 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 | 5 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 271.2 |
| By Discretionary | ||
| Discretionary | 375 | 270.1 |
| Non-Discretionary | 5 | 1.1 |
| Total | 380 | 271.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.2 | |
| Total | 380 | 271.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001635342] |
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|---|---|---|
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