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Powers Advisory Group LLC
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CRD # | 172252 |
SEC # | 801-121109 |
CIK # | 0001927474 |
AUM | $205.6 MM (2024-05-06) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 618-654-6262 |
Address | 2603 Plaza Drive Highland, IL 62249 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 6.3 | |
WMT | 335,434.5 | 2.3 | |
AAPL | 2,382,844.0 | 2.2 | |
PG | 338,108.9 | 2.2 | |
LMT | 111,953.9 | 2.1 | |
LLY | 301,789.7 | 2.1 | |
WM | 61,816.0 | 1.7 | |
MCD | 179,584.2 | 1.6 | |
JNJ | 465,600.2 | 1.4 | |
TGT | 67,013.4 | 1.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 386 | 70.1 |
(b) Individuals (high net worth individuals) | 76 | 131.4 |
(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 | 3 | 0.1 |
(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 | 6 | 4.1 |
(n) Other | 0 | 0.0 |
Total | 1,279 | 205.6 |
By Discretionary | ||
Discretionary | 1,279 | 205.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,279 | 205.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 205.6 | |
Total | 1,279 | 205.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001927474] |
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Apex Capital Management LLC
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