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| Expand Financial LLC
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|
|---|---|
| CRD # | 152515 |
| SEC # | 801-121644 |
| CIK # | |
| AUM | $1.4 BB (2024-08-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 720-387-8158 |
| Address | 7935 South Bemis Street Littleton, CO 80120 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 15.9 |
| (b) Individuals (high net worth individuals) | 22 | 55.4 |
| (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 | 1,330 | 1,325.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (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 | 1,521 | 1,399.7 |
| By Discretionary | ||
| Discretionary | 1,460 | 1,340.7 |
| Non-Discretionary | 61 | 59.1 |
| Total | 1,521 | 1,399.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,399.7 | |
| Total | 1,521 | 1,399.7 |
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|---|---|---|
|
Promus Capital LLC
✚
|
IL | 1.4 |
|
Segment Wealth Management LLC
✚
|
TX | 1.4 |
|
Nottingham Advisors Inc
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NY | 1.4 |
|
Hudson Valley Investment Advisors Inc
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|
NY | 1.4 |
|
Titleist Asset Management LLC
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TX | 1.4 |
|
Ironwood Investment Counsel LLC
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AZ | 1.4 |
|
Colonial Trust Advisors Inc
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|
SC | 1.4 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.4 |
|
TIDE Cycle Resources LLC
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|
NH | 1.4 |
|
US Bancorp Advisors LLC
✚
|
CA | 1.4 |