|
⚲
|
| Keyboard |
| Financial Connections Group Inc
✚
|
|
|---|---|
| CRD # | 108906 |
| SEC # | 801-57202 |
| CIK # | 0001907157 |
| AUM | 624.6 M (2026-01-21) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 415-924-1091 |
| Address | 1100 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 74.6 |
| (b) Individuals (high net worth individuals) | 162 | 550.0 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,024 | 624.6 |
| By Discretionary | ||
| Discretionary | 1,024 | 624.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,024 | 624.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.6 | |
| Total | 1,024 | 624.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907157] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 62 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dagco Inc
✚
|
OH | 628.7 M |
|
Meridian Financial Partners LLC
✚
|
VA | 627.6 M |
|
Ariadne Wealth Management LP
✚
|
CA | 627.3 M |
|
Epsilon Financial Group Inc
✚
|
CA | 626.1 M |
|
Phraction Management LLC
✚
|
CT | 625.5 M |
|
Climber Capital Sa
✚
|
625.4 M | |
|
Portfolio Design Labs LLC
✚
|
CA | 624.9 M |
|
Axius Advisors LLC
✚
|
MO | 623.8 M |
|
Oak Family Advisors LLC
✚
|
IL | 621.0 M |
|
Corus Family Wealth Advisors Inc
✚
|
TX | 619.5 M |