|
⚲
|
| Ferguson Shapiro LLC
✚
|
|
|---|---|
| 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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
| 13F-HR | [0001767433] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Successful Portfolios LLC
✚
|
FL | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Newton One Investments LLC
✚
|
DE | 0.3 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Oliver Capital Management Inc
✚
|
WA | 0.3 |
|
Azimut Genesis Advisors LLC
✚
|
FL | 0.3 |
|
Flagship Wealth Advisors LLC
✚
|
MA | 0.3 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.3 |
|
TRED Avon Family Wealth LLC
✚
|
MD | 0.3 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.3 |