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| Happy Holidays!! thanks for using AUM13F!! |
| Hinds Financial Group Inc
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|---|---|
| CRD # | 129971 |
| SEC # | 801-62684 |
| CIK # | |
| AUM | $496.1 M (2024-12-11) |
| Employees | 8 (50% Investors, 62% Brokers) |
| Phone | 303-985-9889 |
| Address | 141 Union Blvd Lakewood, CO 80228 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 89.7 |
| (b) Individuals (high net worth individuals) | 120 | 339.3 |
| (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 | 0.4 |
| (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 | 66.7 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 496.1 |
| By Discretionary | ||
| Discretionary | 622 | 489.6 |
| Non-Discretionary | 10 | 6.5 |
| Total | 632 | 496.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.1 | |
| Total | 632 | 496.1 |
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|---|---|---|
|
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✚
|
CA | 0.5 |
|
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OK | 0.5 |
|
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|
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|
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OH | 0.5 |
|
EPG Wealth Management LLC
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|
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|
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|
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|
Oxford Wealth Management LLC
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|
UT | 0.5 |
|
Aviso Wealth Management
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|
WA | 0.5 |
|
Broadleaf Partners LLC
✚
|
OH | 0.5 |