|
⚲
|
| MBA Advisors LLC
✚
| |
|---|---|
| CRD # | 168073 |
| SEC # | 801-114359 |
| CIK # | 0001848704 |
| AUM | $258.7 MM (2024-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 724-977-6275 |
| Address | 295 N Kerrwood Dr Suite 102 Hermitage, PA 16148 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 6.5 | ||
| AAPL | 2,382,844.0 | 5.4 | |
| MSFT | 1,918,222.4 | 4.1 | |
| SPEM | 2.7 | ||
| JPM | 340,169.2 | 2.3 | |
| GOOGL | 1,475,138.5 | 2.0 | |
| XOM | 385,508.3 | 1.8 | |
| GE | 72,511.8 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 63.4 |
| (b) Individuals (high net worth individuals) | 92 | 177.9 |
| (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 | 14 | 4.2 |
| (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 | 22 | 13.1 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 258.7 |
| By Discretionary | ||
| Discretionary | 789 | 258.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 789 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.7 | |
| Total | 789 | 258.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001848704] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The ETF Store Inc
✚
|
KS | 0.3 |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |
|
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
|
Hunter Lewis LLC
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|
VA | 0.3 |
|
Resolute Wealth Strategies LLC
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|
MS | 0.3 |
|
New Insight Wealth Advisors
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|
CA | 0.3 |
|
Horizon Investment Services LLC
✚
|
IN | 0.3 |
|
Winans International
✚
|
NV | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |