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| IBEX Wealth Advisors LLC
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| |
|---|---|
| CRD # | 168674 |
| SEC # | 801-78971 |
| CIK # | 0001686242 |
| AUM | $709.7 MM (2024-03-21) |
| Employees | 9 (56% Investors, 44% Brokers) |
| Phone | 908-849-4800 |
| Address | 135 US Highway 202 206 Bedminster, NJ 07921 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 97.1 | |
| AVGO | 201,282.9 | 33.9 | |
| MSFT | 1,918,222.4 | 33.3 | |
| AAPL | 2,382,844.0 | 22.7 | |
| AMZN | 1,092,997.8 | 16.3 | |
| OKE | 25,448.2 | 14.0 | |
| JXN | 2,360.3 | 13.9 | |
| WMB | 38,659.7 | 13.7 | |
| QCOM | 147,392.0 | 12.0 | |
| GOOGL | 1,475,138.5 | 11.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 66.5 |
| (b) Individuals (high net worth individuals) | 408 | 577.1 |
| (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 | 4 | 1.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 18 | 64.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,126 | 709.7 |
| By Discretionary | ||
| Discretionary | 1,126 | 709.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,126 | 709.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.7 | |
| Total | 1,126 | 709.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001686242] |
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