|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Financial Council LLC
✚
|
|
|---|---|
| CRD # | 110748 |
| SEC # | 801-51360 |
| CIK # | 0001883629 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 21 (48% Investors, 48% Brokers) |
| Phone | 410-821-9200 |
| Address | 100 West Road Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 9.7 | |
| Microsoft Corp | 5.3 | |
| Nvidia Corp | 3.0 | |
| Procter & Gamble Co | 2.1 | |
| Exxon Mobil Corp | 2.0 | |
| Firstservice Corp | 1.7 | |
| Coca Cola Co | 1.7 | |
| J P Morgan Chase & Co | 1.6 | |
| Amazon Com Inc | 1.5 | |
| Alphabet Inc | 1.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 164.4 |
| (b) Individuals (high net worth individuals) | 304 | 933.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,502 | 1,099.8 |
| By Discretionary | ||
| Discretionary | 1,502 | 1,099.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,502 | 1,099.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,099.8 | |
| Total | 1,502 | 1,099.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001883629] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.1 |
|
Greenline Partners LLC
✚
|
NY | 1.1 |
|
Diaphanum Americas LLC
✚
|
1.1 | |
|
Monterey Private Wealth Inc
✚
|
CA | 1.1 |
|
Ironvine Capital Partners LLC
✚
|
NE | 1.1 |
|
Absher Wealth Management LLC
✚
|
NC | 1.1 |
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.1 |
|
MSH Capital Advisors LLC
✚
|
AZ | 1.1 |