|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Floyd Benjamin Joseph
✚
|
|
|---|---|
| CRD # | 111576 |
| SEC # | 801-60539 |
| CIK # | 0001535254 |
| AUM | $204.6 M (2025-01-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 903-794-2704 |
| Address | 6004 Summerfield Dr, Ste A Texarkana, TX 75503 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 0.8 |
| (b) Individuals (high net worth individuals) | 224 | 170.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.4 |
| (h) Charitable organizations | 2 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 28.6 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 204.6 |
| By Discretionary | ||
| Discretionary | 267 | 204.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 267 | 204.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.6 | |
| Total | 267 | 204.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535254] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
D C Voss & Company LLC
✚
|
0.2 | |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Anchor Wealth Management Group LLC
✚
|
FL | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
The Clifford Group LLC
✚
|
MA | 0.2 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.2 |
|
Gregory Lyle & Co
✚
|
0.2 | |
|
NDVR Inc
✚
|
MA | 0.2 |
|
Adolos Asset Management
✚
|
0.2 | |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |