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Ferguson Shapiro LLC
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CRD # | 297555 |
SEC # | 801-113581 |
CIK # | 0001767433 |
AUM | $288.9 MM (2023-03-09) |
Employees | 9 (33% Investors, 22% Brokers) |
Phone | 404-567-6771 |
Address | One West Court Square Decatur, GA 30030 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 5.6 | |
HD | 277,648.0 | 3.9 | |
SBUX | 87,554.3 | 1.9 | |
LIN | 147,499.4 | 1.1 | |
MSFT | 1,918,222.4 | 1.0 | |
KO | 269,985.6 | 0.6 | |
AYI | 5,337.1 | 0.5 | |
AMZN | 1,092,997.8 | 0.5 | |
TMO | 209,733.6 | 0.5 | |
SQ | 38,081.1 | 0.3 | |
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) | 204 | 62.4 |
(b) Individuals (high net worth individuals) | 110 | 224.9 |
(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 | 0 | 0.2 |
(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 | 1.4 |
(n) Other | 0 | 0.0 |
Total | 826 | 288.9 |
By Discretionary | ||
Discretionary | 824 | 288.8 |
Non-Discretionary | 2 | 0.1 |
Total | 826 | 288.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 288.9 | |
Total | 826 | 288.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001767433] |
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Triagen Wealth Management LLC
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