|
⚲
|
| Outfitter Financial LLC
✚
|
|
|---|---|
| CRD # | 291413 |
| SEC # | 801-112316 |
| CIK # | 0001846505 |
| AUM | $145.6 MM (2024-08-22) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 978-865-3787 |
| Address | 14 Maine St Brunswick, ME 04011 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| EPD | 54,009.8 | 5.8 | |
| AAPL | 2,382,844.0 | 4.8 | |
| AMAT | 82,662.4 | 4.5 | |
| JPM | 340,169.2 | 4.0 | |
| META | 434,852.0 | 3.8 | |
| AMZN | 1,092,997.8 | 3.7 | |
| GOOGL | 1,475,138.5 | 3.6 | |
| NVT | 5,256.6 | 3.6 | |
| WM | 61,816.0 | 3.1 | |
| WMT | 335,434.5 | 3.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 4.3 |
| (b) Individuals (high net worth individuals) | 53 | 128.6 |
| (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 | 11 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 147 | 145.6 |
| By Discretionary | ||
| Discretionary | 115 | 139.0 |
| Non-Discretionary | 32 | 6.6 |
| Total | 147 | 145.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.6 | |
| Total | 147 | 145.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846505] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M E Allison & Co Inc
✚
|
TX | 0.1 |
|
Clarity Wealth Management LLC
✚
|
AZ | 0.1 |
|
Naples Money Management LLC
✚
|
FL | 0.1 |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.1 |
|
Millennial Wealth LLC
✚
|
WA | 0.1 |
|
ERISA Advisers Inc
✚
|
TN | 0.1 |
|
Connected Wealth Solutions LLC
✚
|
OR | 0.1 |
|
Cross State Financial Group LLC
✚
|
NM | 0.1 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.1 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.1 |