|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| KURE Advisory LLC
✚
|
|
|---|---|
| CRD # | 311320 |
| SEC # | 801-120058 |
| CIK # | 0001986795 |
| AUM | $190.7 M (2025-03-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 763-412-3891 |
| Address | 15600 36th Avenue North Plymouth, MN 55446 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 5.9 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| 3M Co | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Palantir Technologies Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| General Mills Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 77.2 |
| (b) Individuals (high net worth individuals) | 68 | 112.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 1 | 0.0 |
| Total | 867 | 190.7 |
| By Discretionary | ||
| Discretionary | 867 | 190.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 190.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.7 | |
| Total | 867 | 190.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001986795] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Trend Trade Pro LLC
✚
|
CA | 0.2 |
|
ARK Wealth Management LLC
✚
|
TX | 0.2 |
|
Nova Wealth Management Inc
✚
|
FL | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 | |
|
RWA Advisors LLC
✚
|
FL | 0.2 |
|
Iadvise Partners LLC
✚
|
NY | 0.2 |
|
Argyle Capital Partners LLC
✚
|
CA | 0.2 |