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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Command Advisory Services
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|---|---|
| CRD # | 281958 |
| SEC # | 801-56942 |
| CIK # | 0001727336 |
| AUM | $22.1 B (2025-07-30) |
| Employees | 1,787 (65% Investors, 69% Brokers) |
| Phone | 817-731-8621 |
| Address | 1 Firstcomm Plaza Fort Worth, TX 76109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107,013 | 18.7 |
| (b) Individuals (high net worth individuals) | 3,066 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 27 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110,166 | 22.1 |
| By Discretionary | ||
| Discretionary | 110,166 | 22.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110,166 | 22.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.1 | |
| Total | 110,166 | 22.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727336] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Voya Retirement Advisors LLC
✚
|
CT | 30.9 |
|
Thrivent Investment Management Inc
✚
|
MN | 17.5 |
|
RWA Wealth Partners LLC
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|
MA | 17.3 |
|
Milagre Wealth Management Inc
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|
NY | 11.4 |
|
PFS Investments Inc
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|
GA | 11.2 |
|
Acorns Advisers LLC
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|
CA | 10.4 |
|
Vestmark Advisory Solutions Inc
✚
|
MA | 10.0 |
|
Vanguard Personalized Indexing Management
✚
|
CA | 7.3 |
|
Evanson Asset Management LLC
✚
|
5.1 | |
|
Klingman and Associates LLC
✚
|
NY | 4.8 |