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| PFS Partners LLC
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|---|---|
| CRD # | 147872 |
| SEC # | 801-77867 |
| CIK # | 0002002654 |
| AUM | 435.6 M (2026-02-19) |
| Employees | 16 (62% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-927-6300 |
| Address | 350 US Highway 46 Mine Hill, NJ 07803 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002002654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 5.7 | ||
| American International Group Inc | 5.4 | ||
| Heico Corp | 3.5 | ||
| Sandisk Corp | 3.4 | ||
| Apple Inc | 3.0 | ||
| Western Digital Corp | 2.9 | ||
| Ace Ltd | 2.2 | ||
| Trevi Therapeutics Inc | 1.5 | ||
| Marriott International Inc /MD/ | 1.2 | ||
| Goosehead Insurance Inc | 1.2 | ||
| Microsoft Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 109.3 |
| (b) Individuals (high net worth individuals) | 111 | 305.2 |
| (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 | 8 | 4.9 |
| (h) Charitable organizations | 6 | 8.3 |
| (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 | 5 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,374 | 435.6 |
| By Discretionary | ||
| Discretionary | 1,373 | 435.1 |
| Non-Discretionary | 1 | 0.5 |
| Total | 1,374 | 435.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.6 | |
| Total | 1,374 | 435.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002002654] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ndure Global LLC
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436.7 M | |
|
Blueprint Investing LLC
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CA | 436.3 M |
|
Financial Asset Management Corp
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NY | 436.2 M |
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Chapel Hill Investment Analysts Inc
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PA | 436.0 M |
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Questmont Virtual Family Office LLC
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FL | 435.6 M |
|
Advisortrust Partners LLC
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NC | 435.3 M |
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 435.3 M |
|
VCI Wealth Management LLC
✚
|
MO | 435.3 M |
|
Family Capital Management Inc
✚
|
MI | 435.1 M |
|
Horrell Capital Management Inc
✚
|
AR | 435.1 M |