|
⚲
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| Mustard Seed Financial LLC
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|
|
|---|---|
| CRD # | 117737 |
| SEC # | 801-66155 |
| CIK # | |
| AUM | $313.0 MM (2023-03-16) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 870-234-1618 |
| Address | 202 S Pine Magnolia, AR 71753 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 533 | 128.2 |
| (b) Individuals (high net worth individuals) | 123 | 164.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 3.9 |
| (h) Charitable organizations | 29 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,539 | 313.0 |
| By Discretionary | ||
| Discretionary | 1,449 | 298.6 |
| Non-Discretionary | 90 | 14.5 |
| Total | 1,539 | 313.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.0 | |
| Total | 1,539 | 313.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shilanski & Associates Inc
✚
|
AK | 0.3 |
|
Tolsma Investments LLC
✚
|
WA | 0.3 |
|
Financial & Tax Architects LLC
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|
MO | 0.3 |
|
Lesjak Planning LLC
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|
OH | 0.3 |
|
Allgen Financial Advisors Inc
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|
FL | 0.3 |
|
Fee-Only Financial Planning LC
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|
SC | 0.3 |
|
NCM Capital Management LLC
✚
|
NJ | 0.3 |
|
Park Capital Management LLC
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|
WI | 0.3 |
|
Moneywise Inc
✚
|
VA | 0.3 |
|
Widmann Financial Services Inc
✚
|
MD | 0.3 |