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| PFC Capital Group Inc
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| |
|---|---|
| CRD # | 110648 |
| SEC # | 801-26253 |
| CIK # | 0002010374 |
| AUM | $212.2 MM (2023-12-12) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 310-556-2055 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067-6002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| MSFT | 1,918,222,418.5 | 24.5 | |
| AAPL | 2,382,844,009.6 | 22.0 | |
| QCOM | 147,392,000.0 | 16.2 | |
| NVDA | 399,550,000.0 | 12.6 | |
| AMZN | 1,092,997,792.7 | 9.5 | |
| GOOGL | 1,475,138,499.5 | 6.8 | |
| HD | 277,647,998.7 | 6.2 | |
| CHD | 22,123,732.6 | 5.4 | |
| LLY | 301,789,679.1 | 5.3 | |
| COST | 207,576,867.5 | 5.2 | |
| View All | |||
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 37.3 |
| (b) Individuals (high net worth individuals) | 76 | 169.3 |
| (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 | 3 | 0.4 |
| (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 | 16 | 1.4 |
| (n) Other | 3 | 3.8 |
| Total | 441 | 212.2 |
| By Discretionary | ||
| Discretionary | 441 | 212.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 441 | 212.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.2 | |
| Total | 441 | 212.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010374] |
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