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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Partners Advisor Solutions LLC
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|---|---|
| CRD # | 143319 |
| SEC # | 801-67641 |
| CIK # | 0001868872 |
| AUM | $29.9 B (2025-03-31) |
| Employees | 368 (20% Investors, 4% Brokers) |
| Phone | 314-725-0455 |
| Address | 190 Carondelet Plaza St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24,224 | 7.0 |
| (b) Individuals (high net worth individuals) | 7,158 | 17.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,512 | 0.1 |
| (h) Charitable organizations | 167 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 63 | 4.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 187 | 0.3 |
| (n) Other | 16 | 0.0 |
| Total | 83,623 | 29.9 |
| By Discretionary | ||
| Discretionary | 35,019 | 15.3 |
| Non-Discretionary | 48,604 | 14.6 |
| Total | 83,623 | 29.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.8 | |
| Total | 83,623 | 29.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001868872] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 34.3 |
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Voya Investment Management LLC
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GA | 32.5 |
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Prime Capital Investment Advisors LLC
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KS | 30.1 |
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Savant Capital LLC
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IL | 29.6 |
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Sanctuary Advisors LLC
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IN | 27.7 |
|
Newedge Advisors LLC
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LA | 27.4 |
|
Addenda Capital Inc
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26.2 | |
|
Capital Advisors Group Inc
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MA | 26.0 |
|
Goldman Sachs Wealth Services LP
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NY | 26.0 |
|
Eagle Strategies LLC
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NY | 25.4 |