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| McAdam LLC
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| |
|---|---|
| CRD # | 170914 |
| SEC # | 801-79583 |
| CIK # | 0001695490 |
| AUM | $1.7 BB (2024-07-19) |
| Employees | 180 (87% Investors, 25% Brokers) |
| Phone | 888-614-5323 |
| Address | 1880 John F Kennedy Boulevard Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.5 | |
| NVDA | 399,550.0 | 10.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,661 | 1,049.5 |
| (b) Individuals (high net worth individuals) | 346 | 670.5 |
| (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 | 1.9 |
| (h) Charitable organizations | 0 | 11.0 |
| (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 | 12 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,964 | 1,739.1 |
| By Discretionary | ||
| Discretionary | 8,959 | 1,737.8 |
| Non-Discretionary | 5 | 1.3 |
| Total | 8,964 | 1,739.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,739.1 | |
| Total | 8,964 | 1,739.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001695490] |
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|---|---|---|
|
Foundry Partners LLC
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|
OH | 1.8 |
|
CFM Advisors Inc
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NY | 1.7 |
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Resonant Capital Advisors LLC
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WI | 1.7 |
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YHB Investment Advisors Inc
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CT | 1.7 |
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SAX Wealth Advisors LLC
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NJ | 1.7 |
|
Boston Family Office LLC
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MA | 1.7 |
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First Citizens Investor Services Inc
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NC | 1.7 |
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Pinnacle Wealth Planning Services Inc
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OH | 1.7 |
|
Advisory Services & Investments LLC
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OR | 1.7 |
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Advocacy Wealth Management LLC
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GA | 1.7 |