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| McCarthy Grittinger Financial Group LLC
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|
|---|---|
| CRD # | 108931 |
| SEC # | 801-56927 |
| CIK # | 0001972750 |
| AUM | $338.2 MM (2023-03-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 414-475-1369 |
| Address | 125 South 84th Street Milwaukee, WI 53214-1498 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.2 | |
| OMC | 13,096.9 | 0.2 | |
| UPS | 157,208.0 | 0.2 | |
| PG | 338,108.9 | 0.2 | |
| USB | 69,666.4 | 0.1 | |
| GLD | 0.1 | ||
| WEC | 31,265.9 | 0.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 33.8 |
| (b) Individuals (high net worth individuals) | 147 | 302.0 |
| (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 | 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 | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 338.2 |
| By Discretionary | ||
| Discretionary | 778 | 331.7 |
| Non-Discretionary | 2 | 6.5 |
| Total | 780 | 338.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.2 | |
| Total | 780 | 338.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001972750] |
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|---|---|---|
|
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CT | 0.3 |
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CA | 0.3 |
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LEGA Z Advisory LLC
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CA | 0.3 |
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WP Advisors LLC
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Paradiem LLC
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Service Academy Capital Management LLC
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TX | 0.3 |
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Mosaic Pacific Investment Advisors LLC
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HI | 0.3 |
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Davis Investment Partners LLC
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NC | 0.3 |
|
J Safra Sarasin Asset Management North America Ltd
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0.3 |