|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Findec Wealth Services Inc
✚
|
|
|---|---|
| CRD # | 311949 |
| SEC # | 801-120139 |
| CIK # | 0001916066 |
| AUM | $770.6 M (2025-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 209-957-7413 |
| Address | 1776 W March Lane Stockton, CA 95207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Microsoft Corp | 0.5 | ||
| PepsiCo Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 68.5 |
| (b) Individuals (high net worth individuals) | 72 | 131.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 284 | 548.2 |
| (h) Charitable organizations | 6 | 6.5 |
| (i) State or municipal government entities | 12 | 15.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 770.6 |
| By Discretionary | ||
| Discretionary | 1,435 | 770.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,435 | 770.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 770.6 | |
| Total | 1,435 | 770.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001916066] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LP Investment Management LLC
✚
|
TX | 0.8 |
|
ORG Partners LLC
✚
|
IN | 0.8 |
|
Carson Advisory Inc
✚
|
GA | 0.8 |
|
Alteri Wealth LLC
✚
|
CA | 0.8 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.8 |
|
Edge Wealth Management LLC
✚
|
NY | 0.8 |
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.8 |
|
CCG Wealth Management LLC
✚
|
CA | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |