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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Expand Financial LLC
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| CRD # | 152515 |
| SEC # | 801-121644 |
| CIK # | |
| AUM | $1.8 B (2025-07-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 720-387-8158 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 12.4 |
| (b) Individuals (high net worth individuals) | 35 | 57.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,478 | 1,765.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,670 | 1,835.7 |
| By Discretionary | ||
| Discretionary | 1,615 | 1,774.5 |
| Non-Discretionary | 55 | 61.3 |
| Total | 1,670 | 1,835.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,835.7 | |
| Total | 1,670 | 1,835.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Wealth Asset Management LLC
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|
NE | 1.8 |
|
Balis Enterprises LLC
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|
1.8 | |
|
Traynor Capital Management Inc
✚
|
PA | 1.8 |
|
United Asset Strategies Inc
✚
|
NY | 1.8 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.8 |
|
AMI Asset Management Corp
✚
|
CA | 1.8 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.8 |
|
Golden State Wealth Management LLC
✚
|
CA | 1.8 |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.8 |
|
LES Placements Louisbourg Inc Louisbourg Investments Inc
✚
|
1.8 |