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| Happy Holidays!! thanks for using AUM13F!! |
| PFS Partners LLC
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| CRD # | 147872 |
| SEC # | 801-77867 |
| CIK # | 0002002654 |
| AUM | $367.7 M (2025-02-21) |
| Employees | 16 (69% Investors, 6% Brokers) |
| Phone | 973-927-6300 |
| Address | 350 US Highway 46 Mine Hill, NJ 07803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002002654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American International Group Inc | 6.0 | ||
| Heico Corp | 3.3 | ||
| Goosehead Insurance Inc | 2.6 | ||
| Exxon Mobil Corp | 2.0 | ||
| Honeywell International Inc | 1.8 | ||
| Apple Inc | 1.7 | ||
| Ace Ltd | 1.5 | ||
| Microsoft Corp | 1.0 | ||
| Marriott International Inc /MD/ | 0.9 | ||
| Micron Technology Inc | 0.8 | ||
| AT&T Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 110.1 |
| (b) Individuals (high net worth individuals) | 92 | 233.8 |
| (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 | 8.5 |
| (h) Charitable organizations | 5 | 6.7 |
| (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 | 7 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,302 | 367.7 |
| By Discretionary | ||
| Discretionary | 1,301 | 367.3 |
| Non-Discretionary | 1 | 0.5 |
| Total | 1,302 | 367.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.7 | |
| Total | 1,302 | 367.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002002654] |
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|---|---|---|
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DEW Point Capital Inc
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Robinswood Financial LLC
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WA | 0.4 |
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Congress Park Capital LLC
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