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| Happy Holidays!! thanks for using AUM13F!! |
| Krilogy Financial LLC
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| CRD # | 149046 |
| SEC # | 801-69838 |
| CIK # | 0001659047 |
| AUM | $3.5 B (2025-07-02) |
| Employees | 82 (68% Investors, 10% Brokers) |
| Phone | 314-884-2800 |
| Address | 275 N Lindbergh St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001659047 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 48.3 | ||
| Nvidia Corp | 35.9 | ||
| Microsoft Corp | 26.4 | ||
| Amazon Com Inc | 26.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,817 | 0.6 |
| (b) Individuals (high net worth individuals) | 856 | 2.4 |
| (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 | 132 | 0.6 |
| (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 | 26 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,762 | 3.5 |
| By Discretionary | ||
| Discretionary | 8,729 | 3.5 |
| Non-Discretionary | 33 | 0.1 |
| Total | 8,762 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 8,762 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659047] |
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|---|---|---|
|
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✚
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Quotient Wealth Partners LLC
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Provenance Wealth Advisors LLC
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Parkway Advisors LP
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|
Lindbrook Capital LLC
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CA | 3.5 |
|
Atalanta Sosnoff Management LLC
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