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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Family Investment Center Inc
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|---|---|
| CRD # | 113799 |
| SEC # | 801-63744 |
| CIK # | 0001897700 |
| AUM | $595.9 M (2025-01-14) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 816-233-4100 |
| Address | 3805 Beck Road Saint Joseph, MO 64506 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Norfolk Southern Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 600 | 154.0 |
| (b) Individuals (high net worth individuals) | 242 | 414.5 |
| (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 | 6 | 8.8 |
| (h) Charitable organizations | 4 | 17.5 |
| (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 | 6 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,070 | 595.9 |
| By Discretionary | ||
| Discretionary | 2,061 | 586.9 |
| Non-Discretionary | 9 | 9.1 |
| Total | 2,070 | 595.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.9 | |
| Total | 2,070 | 595.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001897700] |
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|---|---|---|
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Valtinson Bruner Financial Planning LLC
✚
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MN | 0.6 |
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Saaga LLC
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FL | 0.6 |
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Marcellus Investment Managers Private Limited
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UT | 0.6 |
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New England Capital Financial Advisors LLC
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CT | 0.6 |
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BCWM LLC
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KS | 0.6 |
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OH | 0.6 |
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Horan Capital Advisors LLC
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OH | 0.6 |
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America First Investment Advisors LLC
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NE | 0.6 |
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Centurion Wealth Management LLC
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VA | 0.6 |