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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Trust Direct Indexing LP
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|---|---|
| CRD # | 297760 |
| SEC # | 801-113667 |
| CIK # | |
| AUM | $1.4 B (2024-09-23) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 617-752-6010 |
| Address | 33 Arch Street Boston, MA 02110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 405 | 690.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 508.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 222.4 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 1,420.8 |
| By Discretionary | ||
| Discretionary | 528 | 1,420.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 1,420.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,420.2 | |
| Total | 528 | 1,420.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tanglewood Wealth Management Inc
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|
TX | 1.4 |
|
JM Forbes & Co LLP
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|
MA | 1.4 |
|
Summit Financial Wealth Advisors LLC
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|
LA | 1.4 |
|
Continuum Advisory LLC
✚
|
ID | 1.4 |
|
Trinitypoint Wealth LLC
✚
|
CT | 1.4 |
|
Gamma Investing LLC
✚
|
1.4 | |
|
GPS Wealth Strategies Group LLC
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|
CO | 1.4 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.4 |
|
GF International Investment Management Limited
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|
1.4 | |
|
Nevastar Finance Ltd
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|
1.4 |