|
⚲
|
| Ferguson Shapiro LLC
✚
|
|
|---|---|
| CRD # | 297555 |
| SEC # | 801-113581 |
| CIK # | 0001767433 |
| AUM | $326.8 MM (2024-03-12) |
| Employees | 10 (30% Investors, 20% Brokers) |
| Phone | 404-567-6771 |
| Address | 120 N Candler St Decatur, GA 30030 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| HD | 277,648.0 | 4.2 | |
| AAPL | 2,382,844.0 | 4.2 | |
| MSFT | 1,918,222.4 | 2.2 | |
| LIN | 147,499.4 | 1.4 | |
| AMZN | 1,092,997.8 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 83.2 |
| (b) Individuals (high net worth individuals) | 117 | 240.2 |
| (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 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 893 | 326.8 |
| By Discretionary | ||
| Discretionary | 892 | 326.4 |
| Non-Discretionary | 1 | 0.4 |
| Total | 893 | 326.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 326.5 | |
| Total | 893 | 326.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767433] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eastover Investment Advisors LLC
✚
|
NC | 0.3 |
|
Branson Fowlkes & Co Inc
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|
TX | 0.3 |
|
Genesee Capital Advisors LLC
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|
NY | 0.3 |
|
Berkeley Inc
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|
ID | 0.3 |
|
Abel Hall LLC
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|
LA | 0.3 |
|
Anderson & Anderson Advisory LLC
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|
WA | 0.3 |
|
Plan A Wealth LLC
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|
NE | 0.3 |
|
Fortiter Wealth Management LLC
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|
TX | 0.3 |
|
Quaker Wealth Management LLC
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|
NJ | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |