|
⚲
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| HRC Wealth Management LLC
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| |
|---|---|
| CRD # | 117212 |
| SEC # | 801-106855 |
| CIK # | 0002009521 |
| AUM | $330.0 MM (2024-02-20) |
| Employees | 8 (100% Investors, 25% Brokers) |
| Phone | 208-882-5547 |
| Address | 315 S Almon Moscow, ID 83843 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.4 | |
| BA | 82,059.9 | 1.0 | |
| NVDA | 399,550.0 | 1.0 | |
| MSFT | 1,918,222.4 | 0.4 | |
| COST | 207,576.9 | 0.4 | |
| XOM | 385,508.3 | 0.4 | |
| USB | 69,666.4 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 761 | 111.4 |
| (b) Individuals (high net worth individuals) | 125 | 218.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,719 | 330.0 |
| By Discretionary | ||
| Discretionary | 1,719 | 330.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,719 | 330.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.0 | |
| Total | 1,719 | 330.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009521] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wills Financial Group Inc
✚
|
VA | 0.3 |
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
Walden Wealth Partners LLC
✚
|
OH | 0.3 |
|
Curio Wealth LLC
✚
|
MD | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |
|
Antman Lester Murray
✚
|
CA | 0.3 |
|
Silicon Valley Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.3 |
|
Hoxton Capital Management USA LLC
✚
|
0.3 |