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| Flaharty Asset Management LLC
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| |
|---|---|
| CRD # | 168495 |
| SEC # | 801-78437 |
| CIK # | 0001697882 |
| AUM | $761.2 MM (2024-06-06) |
| Employees | 11 (82% Investors, 82% Brokers) |
| Phone | 727-252-1050 |
| Address | 311 Park Place Blvd Clearwater, FL 33759 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.2 | |
| AAPL | 2,382,844.0 | 3.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 628 | 126.1 |
| (b) Individuals (high net worth individuals) | 551 | 595.3 |
| (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 | 8 | 12.6 |
| (h) Charitable organizations | 5 | 2.0 |
| (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 | 14 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,006 | 761.2 |
| By Discretionary | ||
| Discretionary | 1,998 | 748.6 |
| Non-Discretionary | 8 | 12.6 |
| Total | 2,006 | 761.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 761.2 | |
| Total | 2,006 | 761.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697882] |
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|---|---|---|
|
Blankinship & Foster LLC
✚
|
CA | 0.8 |
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Haussmann Financial Inc
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CA | 0.8 |
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Great Lakes Retirement Inc
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OH | 0.8 |
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Capsouth Partners Inc
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AL | 0.8 |
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Castlekeep Investment Advisors LLC
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CT | 0.8 |
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Impact Partnership Wealth LLC
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GA | 0.8 |
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Lineweaver Wealth Advisors LLC
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OH | 0.8 |
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McLean Asset Management Corporation
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VA | 0.7 |
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Sikich Capital Management LLC
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IL | 0.7 |
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Fiduciary Experts LLC
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CA | 0.7 |