|
⚲
|
| G A Repple & Company
✚
|
|
|---|---|
| CRD # | 17486 |
| SEC # | 801-63426 |
| CIK # | |
| AUM | $548.0 MM (2023-03-31) |
| Employees | 68 (88% Investors, 93% Brokers) |
| Phone | 407-339-9090 |
| Address | 101 Normandy Road Casselberry, FL 32707 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,640 | 525.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 22.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,238 | 548.0 |
| By Discretionary | ||
| Discretionary | 3,636 | 459.9 |
| Non-Discretionary | 602 | 88.1 |
| Total | 4,238 | 548.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 548.0 | |
| Total | 4,238 | 548.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.6 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.6 |
|
Boyer & Corporon Wealth Management LLC
✚
|
KS | 0.6 |
|
Dechtman Wealth Management LLC
✚
|
CO | 0.6 |
|
Peak Wealth Solutions Inc
✚
|
OH | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.5 |
|
Aevitas Wealth Management Inc
✚
|
MA | 0.5 |
|
McMill Wealth Inc
✚
|
NE | 0.5 |
|
Kelman Lazarov Inc
✚
|
TN | 0.5 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.5 |