|
⚲
|
| Pax Financial Group LLC
✚
|
|
|---|---|
| CRD # | 284164 |
| SEC # | 801-107918 |
| CIK # | 0001803673 |
| AUM | $600.1 MM (2024-08-15) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 210-881-5700 |
| Address | 270 North Loop 1604 East San Antonio, TX 78232 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,991 | 403.9 |
| (b) Individuals (high net worth individuals) | 148 | 196.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,098 | 600.1 |
| By Discretionary | ||
| Discretionary | 4,098 | 600.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,098 | 600.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.1 | |
| Total | 4,098 | 600.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803673] |
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|---|---|---|
|
The Rice Partnership LLC
✚
|
HI | 0.6 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.6 |
|
Leelyn Smith LLC
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|
IL | 0.6 |
|
Saaga LLC
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FL | 0.6 |
|
FSA Investment Group LLC
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FL | 0.6 |
|
BCWM LLC
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|
KS | 0.6 |
|
Beacon Financial Advisory LLC
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|
OH | 0.6 |
|
MELD Financial Inc
✚
|
AL | 0.6 |
|
EQ LLC
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|
WA | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |