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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Poinciana Advisors Group LLC
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|---|---|
| CRD # | 137423 |
| SEC # | 801-118568 |
| CIK # | 0002054543 |
| AUM | $336.3 M (2025-05-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 561-296-0100 |
| Address | 3300 PGA Boulevard Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.6 | ||
| Johnson & Johnson | 1.3 | ||
| Apple Inc | 1.0 | ||
| Amazon Com Inc | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 11.0 |
| (b) Individuals (high net worth individuals) | 64 | 316.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 278 | 336.3 |
| By Discretionary | ||
| Discretionary | 278 | 336.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 278 | 336.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.3 | |
| Total | 278 | 336.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054543] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Banorte Asset Management Inc
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|
TX | 0.3 |
|
Sutton Place Investors LLC
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NY | 0.3 |
|
Paragon Financial Partners Inc
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CA | 0.3 |
|
Blackhawk Capital Partners LLC
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|
WI | 0.3 |
|
Palm Valley Capital Management LLC
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|
FL | 0.3 |
|
The Retirement Planning Company of New England Inc
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RI | 0.3 |
|
CornerStone Financial Planning LLC
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|
NH | 0.3 |
|
Blossom Wealth Management LLC
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|
0.3 | |
|
Julex Capital Management LLC
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|
MA | 0.3 |