|
⚲
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| Front Row Advisors LLC
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| |
|---|---|
| CRD # | 269910 |
| SEC # | 801-106577 |
| CIK # | 0001729254 |
| AUM | $309.2 MM (2024-03-21) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 415-797-6003 |
| Address | 1100 Mar West Street Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 36.7 | |
| AAPL | 2,382,844.0 | 30.5 | |
| MSFT | 1,918,222.4 | 13.9 | |
| AVGO | 201,282.9 | 10.5 | |
| SFM | 2,791.0 | 6.8 | |
| SNPS | 46,452.5 | 5.8 | |
| COST | 207,576.9 | 5.3 | |
| ASML | 197,439.9 | 5.3 | |
| TSM | 437,370.3 | 4.9 | |
| ABBV | 269,466.6 | 4.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 137.2 |
| (b) Individuals (high net worth individuals) | 12 | 93.5 |
| (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 | 4 | 4.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 19.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 254.6 |
| By Discretionary | ||
| Discretionary | 417 | 223.9 |
| Non-Discretionary | 51 | 30.7 |
| Total | 468 | 254.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 254.6 | |
| Total | 468 | 254.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729254] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Thirtynorth Investments LLC
✚
|
LA | 0.3 |
|
MGB Wealth Management LLC
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|
TX | 0.3 |
|
Potentia RIA LLC
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CA | 0.3 |
|
Signet Investment Advisory Group Inc
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|
RI | 0.3 |
|
Exchange Place Advisors LLC
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MA | 0.3 |
|
Sentinel Wealth Management Inc
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|
VA | 0.3 |
|
Buttonwood Financial Advisors Inc
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|
MD | 0.3 |
|
American Trust Investment Advisors LLC
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|
NH | 0.3 |
|
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.3 |
|
Weybosset Research & Management LLC
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RI | 0.3 |