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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| G A Repple & Company
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|---|---|
| CRD # | 17486 |
| SEC # | 801-63426 |
| CIK # | |
| AUM | $614.7 M (2025-03-31) |
| Employees | 68 (85% Investors, 79% Brokers) |
| Phone | 407-339-9090 |
| Address | 101 Normandy Road Casselberry, FL 32707 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,468 | 610.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,349 | 614.7 |
| By Discretionary | ||
| Discretionary | 3,140 | 581.5 |
| Non-Discretionary | 209 | 33.2 |
| Total | 3,349 | 614.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.7 | |
| Total | 3,349 | 614.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadview Financial Management LLC
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|
WI | 0.6 |
|
Materetsky Financial Group Inc
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|
FL | 0.6 |
|
MTM Financial Group LLC
✚
|
PA | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
Financial Management Strategies Inc
✚
|
OH | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
Preisz Associates Inc
✚
|
OR | 0.6 |
|
Legacy Capital Group California Inc
✚
|
CA | 0.6 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |