|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Firestone Capital Management Inc
✚
|
|
|---|---|
| CRD # | 106366 |
| SEC # | 801-40397 |
| CIK # | 0001799964 |
| AUM | $710.3 M (2025-05-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 305-669-2119 |
| Address | 7301 SW 57th Ct South Miami, FL 33143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 5.3 | ||
| Microsoft Corp | 4.0 | ||
| Apple Inc | 3.8 | ||
| iShares Comex Gold Trust | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 52.1 |
| (b) Individuals (high net worth individuals) | 188 | 634.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.3 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,166 | 710.3 |
| By Discretionary | ||
| Discretionary | 1,162 | 707.7 |
| Non-Discretionary | 4 | 2.6 |
| Total | 1,166 | 710.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 704.5 | |
| Total | 1,166 | 710.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799964] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Storge Partners Economic Studies LLC
✚
|
FL | 0.7 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.7 |
|
The Advocate Group LLC
✚
|
MN | 0.7 |
|
Cooperative Funeral Fund Inc
✚
|
CT | 0.7 |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
✚
|
CA | 0.7 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.7 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |