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Front Row Advisors LLC
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CRD # | 269910 |
SEC # | 801-106577 |
CIK # | 0001729254 |
AUM | $396.3 MM (2025-02-20) |
Employees | 8 (100% Investors, 0% Brokers) |
Phone | 415-797-6003 |
Address | 1100 Mar West Street Tiburon, CA 94920 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($M) |
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Sector | Form 13F Holdings | Value ($M) | |
---|---|---|---|
Nvidia Corp | 43.9 | ||
Apple Inc | 27.9 | ||
Broadcom Inc | 16.8 | ||
Microsoft Corp | 13.8 | ||
Sprouts Farmers Market Inc | 12.5 | ||
Fortinet Inc | 7.5 | ||
Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
Costco Wholesale Corp /NEW | 6.0 | ||
Synopsys Inc | 5.0 | ||
AbbVie Inc | 4.8 | ||
View All |
Holdings by Sector ($M) |
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AUM Breakdown | Accounts | AUM ($M) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 55 | 92.5 |
(b) Individuals (high net worth individuals) | 131 | 273.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 4.0 |
(h) Charitable organizations | 2 | 1.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 25.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 546 | 396.3 |
By Discretionary | ||
Discretionary | 495 | 358.0 |
Non-Discretionary | 51 | 38.3 |
Total | 546 | 396.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 395.9 | |
Total | 546 | 396.3 |
EDGAR Form | CIK | 2011 - 2025 |
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13F-HR | [0001729254] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
EVT Financial Advisors AG
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0.4 | |
Jupiter Wealth Management LLC
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CO | 0.4 |
Morton Brown Family Wealth LLC
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PA | 0.4 |
Tigeroak Management LLC
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TN | 0.4 |
Mullooly Asset Management Inc
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NJ | 0.4 |
Bates Financial Advisors Inc
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|
IL | 0.4 |
Laurel Wealth Planning LLC
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MN | 0.4 |
Beaton Management Co Inc
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MA | 0.4 |
Buttonwood Financial Advisors Inc
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|
MD | 0.4 |
Spivak Asset Management LLC
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|
CT | 0.4 |