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| Happy Holidays!! thanks for using AUM13F!! |
| Narus Financial Partners LLC
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|---|---|
| CRD # | 173534 |
| SEC # | 801-80500 |
| CIK # | 0001698091 |
| AUM | $467.7 M (2025-03-11) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 866-534-0530 |
| Address | 1245 E Brickyard Road Salt Lake City, UT 84106 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 139.2 | ||
| SPDR Gold Trust | 9.0 | ||
| Nvidia Corp | 6.4 | ||
| Apple Inc | 3.8 | ||
| Powershares DB Oil Fund | 3.1 | ||
| Deckers Outdoor Corp | 2.7 | ||
| Facebook Inc | 2.6 | ||
| Alphabet Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 41.2 |
| (b) Individuals (high net worth individuals) | 62 | 373.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 28.2 |
| (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 | 1 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 467.7 |
| By Discretionary | ||
| Discretionary | 190 | 454.1 |
| Non-Discretionary | 7 | 13.7 |
| Total | 197 | 467.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.7 | |
| Total | 197 | 467.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698091] |
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