|
⚲
|
| Narus Financial Partners LLC
✚
| |
|---|---|
| CRD # | 173534 |
| SEC # | 801-80500 |
| CIK # | 0001698091 |
| AUM | $379.3 MM (2024-03-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 866-534-0530 |
| Address | 1245 E Brickyard Road Salt Lake City, UT 84106 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WMT | 335,434.5 | 100.3 | |
| GLD | 4.4 | ||
| AAPL | 2,382,844.0 | 3.8 | |
| NVDA | 399,550.0 | 3.7 | |
| DBO | 2.6 | ||
| GOOGL | 1,475,138.5 | 1.7 | |
| META | 434,852.0 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 31.5 |
| (b) Individuals (high net worth individuals) | 58 | 302.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 5 | 21.0 |
| (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 | 1 | 24.3 |
| (n) Other | 0 | 0.0 |
| Total | 472 | 379.3 |
| By Discretionary | ||
| Discretionary | 455 | 367.5 |
| Non-Discretionary | 17 | 11.8 |
| Total | 472 | 379.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.3 | |
| Total | 472 | 379.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001698091] |
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|---|---|---|
|
Objective Capital Management LLC
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|
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CT | 0.4 |
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|
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MI | 0.4 |
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Court Place Advisors LLC
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