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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Exeter Financial LLC
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| CRD # | 143420 |
| SEC # | 801-67719 |
| CIK # | 0001086128, 0001752045 |
| AUM | $366.3 M (2025-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-588-0830 |
| Address | 7001 N Scottsdale Road Scottsdale, AZ 85253-3644 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| First Trust Enhanced Equity Income Fund | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Aflac Inc | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Oracle Corp | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 66.1 |
| (b) Individuals (high net worth individuals) | 43 | 295.5 |
| (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 | 1.0 |
| (h) Charitable organizations | 0 | 3.6 |
| (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 | 631 | 366.3 |
| By Discretionary | ||
| Discretionary | 627 | 364.7 |
| Non-Discretionary | 4 | 1.5 |
| Total | 631 | 366.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.3 | |
| Total | 631 | 366.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001086128] | |
| 13F-HR | [0001752045] |
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