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| Happy Holidays!! thanks for using AUM13F!! |
| Ethos Financial Group LLC
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| CRD # | 321748 |
| SEC # | 801-125779 |
| CIK # | 0001954242 |
| AUM | $1.6 B (2025-04-23) |
| Employees | 36 (75% Investors, 19% Brokers) |
| Phone | 484-889-7270 |
| Address | 2200 Renaissance Blvd King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001954242 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 30.1 | ||
| Apple Inc | 14.3 | ||
| SPDR Gold Trust | 12.4 | ||
| Microsoft Corp | 11.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,286 | 335.1 |
| (b) Individuals (high net worth individuals) | 338 | 901.7 |
| (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 | 8 | 25.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 24.6 |
| (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 | 61 | 289.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,935 | 1,577.0 |
| By Discretionary | ||
| Discretionary | 3,934 | 1,393.2 |
| Non-Discretionary | 1 | 183.8 |
| Total | 3,935 | 1,577.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,577.0 | |
| Total | 3,935 | 1,577.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954242] |
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