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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Concepts Unlimited Inc
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|---|---|
| CRD # | 118641 |
| SEC # | 801-61345 |
| CIK # | |
| AUM | $189.8 M (2025-03-24) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 866-444-5122 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 55.9 |
| (b) Individuals (high net worth individuals) | 50 | 131.7 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 708 | 189.8 |
| By Discretionary | ||
| Discretionary | 708 | 189.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 708 | 189.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.8 | |
| Total | 708 | 189.8 |
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|---|---|---|
|
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✚
|
IL | 0.2 |
|
Purtill Financial LLC
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OH | 0.2 |
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Fulcrum Equity Management LLC
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TX | 0.2 |
|
Zimmermann Alan L
✚
|
0.2 | |
|
X Advisors LLC
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|
CA | 0.2 |
|
Drawbridge Capital LLC
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|
OK | 0.2 |
|
Great Gable Advisors LLC
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|
CA | 0.2 |
|
Arrien Investments Inc
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|
ID | 0.2 |
|
Review Services Inc
✚
|
WI | 0.2 |
|
Financial Management Services of America LLC
✚
|
0.2 |