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| Happy Holidays!! thanks for using AUM13F!! |
| Pettinga Financial Advisors LLC
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|---|---|
| CRD # | 156369 |
| SEC # | 801-72154 |
| CIK # | 0001694592 |
| AUM | $1.1 B (2025-04-01) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 812-436-4000 |
| Address | 519 Main Street, Ste 100 Evansville, IN 47708 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001694592 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 16.0 | ||
| Apple Inc | 9.7 | ||
| Cincinnati Financial Corp | 7.8 | ||
| iShares Bitcoin Trust | 7.6 | ||
| iShares Comex Gold Trust | 5.8 | ||
| ETFS Silver Trust | 4.0 | ||
| Microsoft Corp | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 144.8 |
| (b) Individuals (high net worth individuals) | 255 | 803.1 |
| (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 | 16 | 82.1 |
| (h) Charitable organizations | 14 | 21.9 |
| (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 | 20 | 61.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,184 | 1,112.8 |
| By Discretionary | ||
| Discretionary | 2,101 | 1,090.8 |
| Non-Discretionary | 83 | 22.0 |
| Total | 2,184 | 1,112.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,112.8 | |
| Total | 2,184 | 1,112.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001694592] |
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