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| Piershale Financial Group Inc
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|---|---|
| CRD # | 156862 |
| SEC # | 801-72209 |
| CIK # | 0001554815 |
| AUM | $264.1 MM (2023-01-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 847-713-8070 |
| Address | 1531 S Grove Ave Barrington, IL 60010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.5 | |
| HD | 277,648.0 | 0.7 | |
| ABT | 187,298.3 | 0.5 | |
| GIS | 42,311.4 | 0.5 | |
| T | 147,547.0 | 0.3 | |
| CSCO | 178,309.9 | 0.3 | |
| MSFT | 1,918,222.4 | 0.3 | |
| NVDA | 399,550.0 | 0.3 | |
| PG | 338,108.9 | 0.2 | |
| PEP | 226,773.9 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 139.8 |
| (b) Individuals (high net worth individuals) | 69 | 124.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,412 | 264.1 |
| By Discretionary | ||
| Discretionary | 1,249 | 242.5 |
| Non-Discretionary | 163 | 21.6 |
| Total | 1,412 | 264.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.1 | |
| Total | 1,412 | 264.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001554815] |
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