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| Pinion Investment Advisors LLC
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|
|---|---|
| CRD # | 114556 |
| SEC # | 801-63322 |
| CIK # | 0001738738 |
| AUM | $493.9 MM (2024-05-08) |
| Employees | 8 (88% Investors, 38% Brokers) |
| Phone | 316-682-8344 |
| Address | 1605 North Waterfront Parkway Wichita, KS 67206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.2 | |
| AAPL | 2,382,844.0 | 2.9 | |
| GOOGL | 1,475,138.5 | 2.7 | |
| AMZN | 1,092,997.8 | 2.6 | |
| AVGO | 201,282.9 | 2.4 | |
| NVDA | 399,550.0 | 2.3 | |
| TSLA | 723,390.3 | 2.1 | |
| JPM | 340,169.2 | 1.9 | |
| UNH | 477,004.0 | 1.7 | |
| WMT | 335,434.5 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 75.3 |
| (b) Individuals (high net worth individuals) | 86 | 222.1 |
| (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 | 4 | 2.4 |
| (h) Charitable organizations | 6 | 5.3 |
| (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 | 102 | 188.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,211 | 493.9 |
| By Discretionary | ||
| Discretionary | 1,192 | 482.4 |
| Non-Discretionary | 19 | 11.6 |
| Total | 1,211 | 493.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.9 | |
| Total | 1,211 | 493.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001738738] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fonville Wealth Management LLC
✚
|
VA | 0.5 |
|
Rootstock Investment Management LLC
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PA | 0.5 |
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Shankervalleau Wealth Advisors Inc
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IL | 0.5 |
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New Harbor Financial Group LLC
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MA | 0.5 |
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Steffes Financial Ltd
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KS | 0.5 |
|
West Michigan Advisors LLC
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MI | 0.5 |
|
Maximai Investment Partners LLC
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FL | 0.5 |
|
The LUTS & Greenleigh Group Inc
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|
MD | 0.5 |
|
RPG Family Wealth Advisory LLC
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|
MA | 0.5 |
|
Cornell Pochily Investment Advisors Inc
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|
NY | 0.5 |