|
⚲
|
| Kingdom Financial Group LLC
✚
| |
|---|---|
| CRD # | 155676 |
| SEC # | 801-113161 |
| CIK # | 0001962236 |
| AUM | $295.0 MM (2024-07-30) |
| Employees | 40 (42% Investors, 0% Brokers) |
| Phone | 623-974-0300 |
| Address | 14155 N 83 Ave 144 Peoria, AZ 85381 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JNJ | 465,600.2 | 1.1 | |
| AAPL | 2,382,844.0 | 1.0 | |
| XOM | 385,508.3 | 1.0 | |
| UNH | 477,004.0 | 0.9 | |
| CHRW | 12,862.8 | 0.8 | |
| MSFT | 1,918,222.4 | 0.7 | |
| AMZN | 1,092,997.8 | 0.6 | |
| CVX | 294,604.1 | 0.6 | |
| GD | 61,231.2 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,463 | 291.5 |
| (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 | 32 | 2.3 |
| (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 | 5 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,788 | 295.0 |
| By Discretionary | ||
| Discretionary | 2,788 | 295.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,788 | 295.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.0 | |
| Total | 2,788 | 295.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962236] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paradigm Wealth LLC
✚
|
NE | 0.3 |
|
Smart Wealth LLC
✚
|
NE | 0.3 |
|
Tiemann Investment Advisors LLC
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|
CA | 0.3 |
|
Capital Square LLC
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|
TN | 0.3 |
|
Hurley Financial Group Inc
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|
OR | 0.3 |
|
Comprehensive Wealth Management LLC
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|
WA | 0.3 |
|
Forum Solutions Group LLC
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|
IN | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
Prudent Investors Network Inc
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|
CA | 0.3 |
|
TULL Financial Group Inc
✚
|
VA | 0.3 |