|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kingdom Financial Group LLC
✚
|
|
|---|---|
| CRD # | 155676 |
| SEC # | 801-113161 |
| CIK # | 0001962236 |
| AUM | $340.6 M (2025-03-25) |
| Employees | 40 (42% Investors, 0% Brokers) |
| Phone | 623-974-0300 |
| Address | 14155 N 83 Ave 144 Peoria, AZ 85381 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 3.1 | ||
| Apple Inc | 1.7 | ||
| Nvidia Corp | 1.2 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 0.8 | ||
| UnitedHealth Group Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Facebook Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,507 | 335.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,954 | 340.6 |
| By Discretionary | ||
| Discretionary | 2,954 | 340.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,954 | 340.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.6 | |
| Total | 2,954 | 340.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962236] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Owl Creek Wealth Partners LLC
✚
|
CO | 0.4 |
|
Cairn Investment Group Inc
✚
|
WA | 0.4 |
|
Hurley Financial Group Inc
✚
|
OR | 0.4 |
|
Forum Solutions Group LLC
✚
|
IN | 0.3 |
|
Rise Advisors LLC
✚
|
NY | 0.3 |
|
Greenberg Financial Group
✚
|
AZ | 0.3 |
|
Sjbenen Advisory LLC
✚
|
0.3 | |
|
Taylor & Morgan Wealth Management LLC
✚
|
MI | 0.3 |
|
SWMG LLC
✚
|
TX | 0.3 |
|
Attessa Capital LLC
✚
|
AZ | 0.3 |