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⚲
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| Pettinga Financial Advisors LLC
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|
|---|---|
| CRD # | 156369 |
| SEC # | 801-72154 |
| CIK # | 0001694592 |
| AUM | $1.3 B (2026-06-11) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 812-436-4000 |
| Address | 215 NW Martin Luther King Jr Blvd Evansville, IN 47708 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 18.6 | ||
| Apple Inc | 14.3 | ||
| Cincinnati Financial Corp | 9.8 | ||
| iShares Silver Trust | 5.4 | ||
| iShares Bitcoin Trust | 4.7 | ||
| Alphabet Inc | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 176.7 |
| (b) Individuals (high net worth individuals) | 257 | 895.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 98.5 |
| (h) Charitable organizations | 13 | 26.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 78.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,267 | 1,275.8 |
| By Discretionary | ||
| Discretionary | 2,193 | 1,251.3 |
| Non-Discretionary | 74 | 24.5 |
| Total | 2,267 | 1,275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,275.8 | |
| Total | 2,267 | 1,275.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001694592] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IBEX Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Bigsur Wealth Management LLC
✚
|
FL | 1.3 |
|
Capital Advantage Inc
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|
CA | 1.3 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.3 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.3 |
|
Promethos Capital LLC
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|
MA | 1.3 |
|
NorthStar Fiduciary Partners LLC
✚
|
1.3 | |
|
KEB Asset Management LLC
✚
|
IL | 1.3 |
|
Financial Council LLC
✚
|
MD | 1.3 |
|
Palisade Asset Management LLC
✚
|
MN | 1.3 |