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| Members Advisory Group LLC
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|---|---|
| CRD # | 153723 |
| SEC # | 801-77362 |
| CIK # | 0001908587 |
| AUM | 443.2 M (2026-04-08) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 716-632-4066 |
| Address | 6750 Main Street Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908587 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.6 | ||
| NBT Bancorp Inc | 1.7 | ||
| Yandex NV | 1.4 | ||
| Digihost Technology Inc | 1.4 | ||
| ServiceNow Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 777 | 233.7 |
| (b) Individuals (high net worth individuals) | 129 | 209.2 |
| (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 | 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 | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,439 | 443.2 |
| By Discretionary | ||
| Discretionary | 1,434 | 440.7 |
| Non-Discretionary | 5 | 2.5 |
| Total | 1,439 | 443.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.2 | |
| Total | 1,439 | 443.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908587] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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