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| First Command Advisory Services
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| |
|---|---|
| CRD # | 281958 |
| SEC # | 801-56942 |
| CIK # | 0001727336 |
| AUM | $17.5 BB (2024-06-12) |
| Employees | 1,625 (65% Investors, 69% Brokers) |
| Phone | 817-731-8621 |
| Address | 1 Firstcomm Plaza Fort Worth, TX 76109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| IAU | 0.1 | ||
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106,254 | 15.7 |
| (b) Individuals (high net worth individuals) | 1,625 | 1.7 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 26 | 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 | 49 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 107,959 | 17.5 |
| By Discretionary | ||
| Discretionary | 107,959 | 17.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 107,959 | 17.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.5 | |
| Total | 107,959 | 17.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727336] |
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|---|---|---|
|
Voya Retirement Advisors LLC
✚
|
CT | 27.0 |
|
Thrivent Investment Management Inc
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Acorns Advisers LLC
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Vanguard Personalized Indexing Management
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RPOA Advisors Inc
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Apella Capital LLC
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CT | 3.3 |