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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FBD Asset Mgmt LLC
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|---|---|
| CRD # | 307216 |
| SEC # | 801-118216 |
| CIK # | |
| AUM | $48.5 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 866-404-0089 |
| Address | 7760 France Avenue South Bloomington, MN 55435 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 17.6 |
| (b) Individuals (high net worth individuals) | 11 | 28.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.3 |
| (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 | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 48.5 |
| By Discretionary | ||
| Discretionary | 96 | 48.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 48.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.5 | |
| Total | 96 | 48.5 |
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|---|---|---|
|
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✚
|
NY | 0.0 |
|
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|
Mountain View Strategic Wealth LLC
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0.0 | |
|
RSD Advisors LLC
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|
0.0 | |
|
Swarthmore Asset Management Ltd
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
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|
TX | 0.0 |
|
Trio Advisors Inc
✚
|
0.0 |