Investors Financial Group LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Investors Financial Group LLC
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| CRD # | 154168 |
| SEC # | 801-71540 |
| CIK # | 0001727992, 0001570210, 0001590481, 0001800535 |
| AUM |
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| Employees |
26 (85% Investors, 85% Brokers)
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| Phone | 763-525-0001 |
| Address | 9800 Shelard Parkway
Plymouth, MN 55441 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
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Total AUM ($M)
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Form 13F Holdings |
Value ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,218
|
376.4 |
| (b) Individuals (high net worth individuals) |
568
|
823.0 |
| (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 |
30 |
58.9 |
| (h) Charitable organizations |
15 |
2.1 |
| (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 |
5 |
9.0 |
| (n) Other |
0 |
0.0 |
| Total |
3,794 |
1,269.4 |
| By Discretionary |
| Discretionary |
3,788 |
1,217.7 |
| Non-Discretionary |
6 |
51.7 |
| Total |
3,794 |
1,269.4 |
| By Non-United States Persons |
| Non-United States Persons |
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0.0 |
| United States Persons |
|
1,269.4 |
| Total |
3,794 |
1,269.4 |
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False
225592286