|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Familywealth Asset Management
✚
|
|
|---|---|
| CRD # | 147869 |
| SEC # | 801-69660 |
| CIK # | |
| AUM | $180.9 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 214-624-1185 |
| Address | 1601 Elm Street, Dallas, TX 75201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 51.9 |
| (b) Individuals (high net worth individuals) | 20 | 69.1 |
| (c) Banking or thrift institutions | 1 | 48.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 180.9 |
| By Discretionary | ||
| Discretionary | 535 | 156.7 |
| Non-Discretionary | 206 | 24.2 |
| Total | 741 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 741 | 180.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Larry Mathis Financial Planning LLC
✚
|
AZ | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |
|
Plan Life & Wealth Management Inc
✚
|
CA | 0.2 |
|
Continuity Wealth Management Corp
✚
|
OR | 0.2 |
|
Revolution Capital LLC
✚
|
NE | 0.2 |
|
A4 Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Sun Group Wealth Partners LLC
✚
|
CA | 0.2 |
|
4Thought Financial Group Inc
✚
|
NY | 0.2 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.2 |