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| Happy Holidays!! thanks for using AUM13F!! |
| Park Square Financial Group LLC
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| CRD # | 332268 |
| SEC # | 801-131121 |
| CIK # | 0002058285 |
| AUM | $208.2 M (2025-06-11) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 770-641-1401 |
| Address | 55 Park Square Roswell, GA 30075 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.1 | ||
| Apple Inc | 5.5 | ||
| Microsoft Corp | 4.3 | ||
| Amazon Com Inc | 3.9 | ||
| Facebook Inc | 2.8 | ||
| Broadcom Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Home Depot Inc | 1.3 | ||
| SPDR Gold Trust | 1.2 | ||
| Lilly Eli & Co | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 167.7 |
| (b) Individuals (high net worth individuals) | 17 | 31.4 |
| (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 | 24 | 8.4 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 208.2 |
| By Discretionary | ||
| Discretionary | 729 | 207.3 |
| Non-Discretionary | 7 | 0.9 |
| Total | 736 | 208.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.2 | |
| Total | 736 | 208.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058285] |
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|---|---|---|
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TX | 0.2 |
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FL | 0.2 |
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NY | 0.2 |
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TX | 0.2 |
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IN | 0.2 |
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0.2 | |
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Powerhouse Assets LLC
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0.2 |