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FCF Advisors LLC
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CRD # | 135152 |
SEC # | 801-72450 |
CIK # | 0001604903 |
AUM | $585.6 MM (2024-03-05) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 212-217-2597 |
Address | 1345 Avenue of Americas New York, NY 10105 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 24.6 | |
META | 434,852.0 | 10.6 | |
ABBV | 269,466.6 | 10.4 | |
QCOM | 147,392.0 | 9.0 | |
MRK | 232,371.9 | 9.0 | |
HD | 277,648.0 | 8.9 | |
AXP | 107,077.6 | 6.6 | |
ADBE | 172,760.2 | 6.4 | |
NOW | 94,905.7 | 5.9 | |
CL | 66,096.9 | 5.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 5 | 579.2 |
(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 | 1 | 6.3 |
(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 | 10 | 585.6 |
By Discretionary | ||
Discretionary | 10 | 585.6 |
Non-Discretionary | 0 | 0.0 |
Total | 10 | 585.6 |
By Non-United States Persons | ||
Non-United States Persons | 354.4 | |
United States Persons | 231.2 | |
Total | 10 | 585.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001604903] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rogan & Associates Inc
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|
FL | 0.6 |
Arcadia Investment Management Corp
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|
MI | 0.6 |
Atlas Legacy Advisors LLC
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CA | 0.6 |
USA Financial Formulas LLC
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|
MI | 0.6 |
Retireright LLC
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|
IA | 0.6 |
Denver PWM LLC
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|
CO | 0.6 |
Winslow Asset Management Inc
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|
OH | 0.6 |
CFM Wealth Partners LLC
✚
|
TX | 0.6 |
Family WMS LLC
✚
|
GA | 0.6 |
Strategic Equity Management Inc
✚
|
AZ | 0.6 |