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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) |
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CIK | Period |
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0001686242 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Nvidia Corp | 399,550.0 | 97.1 | |
Broadcom Inc | 201,282.9 | 33.9 | |
Microsoft Corp | 1,918,222.4 | 33.3 | |
Apple Inc | 2,382,844.0 | 22.7 | |
Amazon Com Inc | 1,092,997.8 | 16.3 | |
Oneok Inc /New/ | 25,448.2 | 14.0 | |
Jackson Financial Inc | 2,360.3 | 13.9 | |
Williams Companies Inc | 38,659.7 | 13.7 | |
Qualcomm Inc/DE | 147,392.0 | 12.0 | |
Alphabet Inc | 1,475,138.5 | 11.4 | |
VISA Inc | 419,260.5 | 10.7 | |
Lilly Eli & Co | 301,789.7 | 10.7 | |
H&R Block Inc | 5,509.2 | 10.2 | |
Facebook Inc | 434,852.0 | 10.2 | |
Palo Alto Networks Inc | 49,011.6 | 10.1 | |
Royal Dutch Shell PLC | 196,226.7 | 9.9 | |
AT&T Inc | 147,547.0 | 9.5 | |
Verizon Communications Inc | 211,914.0 | 9.4 | |
elf Beauty Inc | 1,495.5 | 9.1 | |
AbbVie Inc | 269,466.6 | 9.0 | |
Altimar Acquisition Corp | 4,574.9 | 8.6 | |
Amgen Inc | 130,083.0 | 8.0 | |
Mastercard Inc | 309,583.1 | 7.4 | |
International Business Machines Corp | 127,593.9 | 7.3 | |
Comcast Corp | 175,303.0 | 7.0 | |
Kinder Morgan Inc | 39,000.5 | 6.9 | |
FPL Group Inc | 150,166.4 | 6.7 | |
Chevron Corp | 294,604.1 | 6.7 | |
Oracle Corp | 182,760.6 | 6.5 | |
Coca-Cola European Partners PLC | 23,835.3 | 6.4 | |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 277 | 66.5 |
(b) Individuals (high net worth individuals) | 408 | 577.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 1.3 |
(h) Charitable organizations | 1 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 18 | 64.8 |
(n) Other | 0 | 0.0 |
Total | 1,126 | 709.7 |
By Discretionary | ||
Discretionary | 1,126 | 709.7 |
Non-Discretionary | 0 | 0.0 |
Total | 1,126 | 709.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 709.7 | |
Total | 1,126 | 709.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001686242] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Marquette Asset Management LLC
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MN | 0.7 |
Leonard Rickey Investment Advisors PLLC
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|
WA | 0.7 |
Bass and Bell Inc
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|
AR | 0.7 |
Aequitas Investment Advisors LLC
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|
MA | 0.7 |
Radnor Capital Management LLC
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|
PA | 0.7 |
Imprint Wealth LLC
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|
SC | 0.7 |
Lanham Odell & Co Inc
✚
|
WV | 0.7 |
Fuller Wealth Management LLC
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|
TX | 0.7 |
NWK Group Inc
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|
CA | 0.7 |
McGuire Investment Group LLC
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|
RI | 0.7 |