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Exeter Financial LLC
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CRD # | 143420 |
SEC # | 801-67719 |
CIK # | 0001752045, 0001086128 |
AUM | $334.3 MM (2024-08-28) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 480-588-0830 |
Address | 7001 N Scottsdale Road Scottsdale, AZ 85253-3644 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
FFA | 0.3 | 0.0 | |
AAPL | 2,382.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
WMT | 335.4 | 0.0 | |
AFL | 36.0 | 0.0 | |
GD | 61.2 | 0.0 | |
ORCL | 182.8 | 0.0 | |
EMR | 48.4 | 0.0 | |
CSCO | 178.3 | 0.0 | |
MCD | 179.6 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 37 | 65.0 |
(b) Individuals (high net worth individuals) | 32 | 265.5 |
(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 | 0.9 |
(h) Charitable organizations | 0 | 2.9 |
(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 | 587 | 334.3 |
By Discretionary | ||
Discretionary | 581 | 332.8 |
Non-Discretionary | 6 | 1.5 |
Total | 587 | 334.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 334.3 | |
Total | 587 | 334.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001086128] | |
13F-HR | [0001752045] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kensho Capital LLC
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|
0.3 | |
Old North State Wealth Management LLC
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|
NC | 0.3 |
MBM Wealth Consultants LLC
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MO | 0.3 |
SARD Wealth Management Group LLC
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|
GA | 0.3 |
Blue Water Asset Management LLC
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|
MI | 0.3 |
Fidato Wealth LLC
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OH | 0.3 |
Robinson Smith Wealth Advisors LLC
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|
ME | 0.3 |
Mystic Asset Management Inc
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|
RI | 0.3 |
Quad-Cities Investment Group LLC
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|
IA | 0.3 |
KKM Financial LLC
✚
|
IL | 0.3 |