|
⚲
|
| Mach-1 Financial Group LLC
✚
| |
|---|---|
| CRD # | 298195 |
| SEC # | 801-118093 |
| CIK # | 0001843358 |
| AUM | $354.4 MM (2024-06-14) |
| Employees | 19 (32% Investors, 11% Brokers) |
| Phone | 479-876-2100 |
| Address | 1001 S 52nd Street Rogers, AR 72758 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WMT | 335,434.5 | 10.9 | |
| CVX | 294,604.1 | 3.4 | |
| NVDA | 399,550.0 | 2.8 | |
| AMZN | 1,092,997.8 | 2.6 | |
| AAPL | 2,382,844.0 | 2.6 | |
| MSFT | 1,918,222.4 | 1.8 | |
| META | 434,852.0 | 0.9 | |
| GOOGL | 1,475,138.5 | 0.8 | |
| JPM | 340,169.2 | 0.8 | |
| LLY | 301,789.7 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,190 | 267.7 |
| (b) Individuals (high net worth individuals) | 50 | 85.2 |
| (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 | 0 | 1.3 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,089 | 354.4 |
| By Discretionary | ||
| Discretionary | 3,089 | 354.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,089 | 354.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.4 | |
| Total | 3,089 | 354.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843358] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charter Capital Management Inc
✚
|
WI | 0.4 |
|
Chase Investment Counsel Corporation
✚
|
VA | 0.4 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |
|
Paskin & Berler Capital Advisors LLC
✚
|
CA | 0.4 |
|
Hyperion Partners LLC
✚
|
PA | 0.4 |
|
Signature Wealth Management Group LLC
✚
|
GA | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
SC | 0.4 |
|
Seascape Capital Management LLC
✚
|
NH | 0.4 |
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 0.4 |