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| Happy Holidays!! thanks for using AUM13F!! |
| Grunden Financial Advisory Inc
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| CRD # | 111595 |
| SEC # | 801-58252 |
| CIK # | 0002010014 |
| AUM | $434.7 M (2025-03-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 940-591-9007 |
| Address | 515 South Carroll Blvd Denton, TX 76201 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Instruments Inc | 7.3 | ||
| Apple Inc | 0.9 | ||
| Paccar Inc | 0.4 | ||
| Intuit Inc | 0.4 | ||
| Thomson Reuters Corp /Can/ | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Cigna Corp | 0.3 | ||
| Idexx Laboratories Inc /DE | 0.3 | ||
| Morgan Stanley | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 71.6 |
| (b) Individuals (high net worth individuals) | 102 | 360.4 |
| (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 | 2.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 262 | 434.7 |
| By Discretionary | ||
| Discretionary | 262 | 434.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 262 | 434.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.7 | |
| Total | 262 | 434.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010014] |
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|---|---|---|
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MA | 0.4 |
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OK | 0.4 |
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TX | 0.4 |
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Matheson & Rock Wealth Management LLC
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IA | 0.4 |
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Monarch Wealth Strategies
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CA | 0.4 |
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Weaver Capital Management LLC
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Absolute Capital Management LLC
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PA | 0.4 |
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Kahn Brothers Advisors LLC
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NY | 0.4 |
|
ACT Advisors LLC
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|
NC | 0.4 |
|
Strategic Advocates LLC
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|
UT | 0.4 |