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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Heartland Consultants Inc
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|---|---|
| CRD # | 110377 |
| SEC # | 801-46595 |
| CIK # | 0001428793 |
| AUM | $1.8 B (2025-02-26) |
| Employees | 92 (90% Investors, 99% Brokers) |
| Phone | 636-625-0900 |
| Address | 4101 Lake St Louis Blvd Lake St Louis, MO 63367 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.9 | ||
| Apple Inc | 11.8 | ||
| Amazon Com Inc | 11.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,450 | 1.2 |
| (b) Individuals (high net worth individuals) | 215 | 0.4 |
| (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 | 83 | 0.2 |
| (h) Charitable organizations | 11 | 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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,231 | 1.8 |
| By Discretionary | ||
| Discretionary | 9,117 | 1.6 |
| Non-Discretionary | 114 | 0.2 |
| Total | 9,231 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 9,231 | 1.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001428793] |
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|---|---|---|
|
Capitol Securities Management Inc
✚
|
VA | 1.8 |
|
PDS Planning Inc
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OH | 1.8 |
|
The Norden Group LLC
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UT | 1.7 |
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CFO4Life Group LLC
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TX | 1.7 |
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Fiduciary Advisors Inc
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MO | 1.7 |
|
Ellenbecker Investment Group Inc
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WI | 1.7 |
|
JSF Financial LLC
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|
CA | 1.7 |
|
Physician Wealth Advisors Inc
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|
UT | 1.7 |
|
The Fiduciary Group LLC
✚
|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |