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| Happy Holidays!! thanks for using AUM13F!! |
| Financially Speaking Inc
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| CRD # | 106255 |
| SEC # | 801-38948 |
| CIK # | 0002040901 |
| AUM | $157.4 M (2025-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-290-0702 |
| Address | 5889 Greenwood Plaza Blvd Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002040901 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 1.5 | ||
| Nvidia Corp | 0.9 | ||
| McKesson Corp | 0.6 | ||
| XCEL Energy Inc | 0.3 | ||
| Exxon Mobil Corp | 0.2 | ||
| Medtronic Holdings Ltd | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Altria Group Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Cloudflare Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 157.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 587 | 157.4 |
| By Discretionary | ||
| Discretionary | 576 | 153.1 |
| Non-Discretionary | 11 | 4.3 |
| Total | 587 | 157.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 156.3 | |
| Total | 587 | 157.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040901] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Journey Retirement Planning and Investment Management LLC
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|
ID | 0.2 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.2 |
|
Yanni & Associates Investment Advisors LLC
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|
PA | 0.2 |
|
Barden Capital Management Inc
✚
|
0.2 | |
|
KRS Capital Management LLC
✚
|
MI | 0.2 |
|
Farris Capital Management Inc
✚
|
TX | 0.2 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.2 |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 0.2 |
|
IMG Wealth Management Inc
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|
FL | 0.2 |
|
Koob Wealth Management LLC
✚
|
MN | 0.2 |