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⚲
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| McIlrath & Eck LLC
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| |
|---|---|
| CRD # | 145252 |
| SEC # | 801-70488 |
| CIK # | 0001701714 |
| AUM | $839.6 MM (2024-03-12) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 360-657-8600 |
| Address | 3325 Smokey Point Drive, Suite 201 Arlington, WA 98223 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 47.1 | |
| AAPL | 2,382,844.0 | 11.6 | |
| COST | 207,576.9 | 5.5 | |
| AMZN | 1,092,997.8 | 3.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 831 | 290.3 |
| (b) Individuals (high net worth individuals) | 223 | 549.1 |
| (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 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,273 | 839.6 |
| By Discretionary | ||
| Discretionary | 3,273 | 839.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,273 | 839.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 839.6 | |
| Total | 3,273 | 839.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001701714] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arbor Investment Advisors LLC
✚
|
NC | 1.0 |
|
SOFI Wealth LLC
✚
|
CA | 0.9 |
|
American Financial Advisors Inc
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FL | 0.9 |
|
Baron Silver Stevens Financial Advisors LLC
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FL | 0.9 |
|
Beacon Capital Management LLC
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TN | 0.9 |
|
Richard Young Associates Ltd
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GA | 0.8 |
|
Dixon Financial Services Inc
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CA | 0.8 |
|
Virtue Capital Management LLC
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|
TN | 0.8 |
|
Ram Investment Partners LLC
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|
WA | 0.8 |
|
KUHN Advisors Inc
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|
NC | 0.7 |