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| Pineridge Advisors LLC
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| |
|---|---|
| CRD # | 315100 |
| SEC # | 801-121800 |
| CIK # | 0002012421 |
| AUM | $393.5 MM (2024-07-02) |
| Employees | 10 (60% Investors, 50% Brokers) |
| Phone | 636-573-1212 |
| Address | 1520 South 5th Street St Charles, MO 63303 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 15.9 | ||
| MSFT | 1,918,222.4 | 6.9 | |
| SLV | 2.9 | ||
| GLDM | 2.9 | ||
| AAPL | 2,382,844.0 | 1.2 | |
| LLY | 301,789.7 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 779 | 388.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 27 | 4.5 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,072 | 393.5 |
| By Discretionary | ||
| Discretionary | 2,072 | 393.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,072 | 393.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.5 | |
| Total | 2,072 | 393.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002012421] |
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|---|---|---|
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