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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Faith Investor Services LLC
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| CRD # | 313337 |
| SEC # | 801-121223 |
| CIK # | |
| AUM | $196.8 M (2025-06-02) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 214-462-7244 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 50.1 |
| (b) Individuals (high net worth individuals) | 16 | 19.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 127.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 196.8 |
| By Discretionary | ||
| Discretionary | 551 | 196.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 551 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.8 | |
| Total | 551 | 196.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gramercy Strategic Capital LLC
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0.2 | |
|
Wealth Forward LLC
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ND | 0.2 |
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Gilpin Wealth Management LLC
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CO | 0.2 |
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Stride Investments LLC
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IL | 0.2 |
|
DH Hill Advisors Inc
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TX | 0.2 |
|
Lumina Wealth Management LLC
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NC | 0.2 |
|
Westview Management LLC
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|
VT | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
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|
OR | 0.2 |
|
Prossimo Advisors LLC
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|
CA | 0.2 |
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |