|
⚲
|
| Kaydan Wealth Management Inc
✚
| |
|---|---|
| CRD # | 108964 |
| SEC # | 801-119365 |
| CIK # | 0001964532 |
| AUM | $625.6 MM (2024-03-14) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 810-593-1624 |
| Address | 329 W Silver Lake Rd Fenton, MI 48430 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 17.1 | ||
| RJF | 19,897.9 | 2.6 | |
| MSFT | 1,918,222.4 | 2.2 | |
| AAPL | 2,382,844.0 | 2.2 | |
| SYK | 74,798.9 | 1.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 893 | 208.1 |
| (b) Individuals (high net worth individuals) | 171 | 409.1 |
| (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 | 0 | 8.4 |
| (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 | 1,064 | 625.6 |
| By Discretionary | ||
| Discretionary | 1,064 | 625.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,064 | 625.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 625.6 | |
| Total | 1,064 | 625.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964532] |
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|---|---|---|
|
The Advocate Group LLC
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|
MN | 0.6 |
|
SSA Swiss Advisors AG
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0.6 | |
|
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CA | 0.6 |