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EWG Elevate Inc
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CRD # | 291805 |
SEC # | 801-113898 |
CIK # | 0001765278 |
AUM | $464.8 MM (2023-03-20) |
Employees | 27 (100% Investors, 0% Brokers) |
Phone | 916-367-4540 |
Address | 1075 Creekside Ridge Drive Roseville, CA 95678 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 13.1 | ||
IRM | 14,284.0 | 6.9 | |
AMZN | 1,092,997.8 | 6.9 | |
WPC | 16,425.3 | 6.1 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 909 | 97.0 |
(b) Individuals (high net worth individuals) | 469 | 313.7 |
(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 | 41 | 4.5 |
(g) Pension and profit sharing plans | 2 | 1.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 5 | 2.1 |
(k) Insurance companies | 24 | 7.6 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 15 | 38.4 |
Total | 1,378 | 464.8 |
By Discretionary | ||
Discretionary | 1,297 | 441.4 |
Non-Discretionary | 81 | 23.4 |
Total | 1,378 | 464.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 464.8 | |
Total | 1,378 | 464.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001765278] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
E & G Advisors LP
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|
TX | 0.5 |
Autumn Glory Partners LLC
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|
TX | 0.5 |
Clearbrook Investment Consulting LLC
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CT | 0.5 |
EagleClaw Capital Management LLC
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|
MA | 0.5 |
WMG Financial Advisors LLC
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|
TN | 0.5 |
RTW Financial Advisors Inc
✚
|
TX | 0.5 |
CORA Capital Advisors LLC
✚
|
NJ | 0.5 |
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 0.5 |
Prestige Wealth Management Group LLC
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|
NJ | 0.5 |
MMA Asset Management LLC
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|
PA | 0.5 |