Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Private Financial Management LLC ✚
CRD #	313167
SEC #	801-129838
CIK #	0001633071, 0001051042, 0001728896, 0001704609, 0001860140, 0001142031, 0001428242, 0000789307, 0001632554, 0002062515
AUM	$118.9 M (2025-03-07)
Employees	2 (50% Investors, 0% Brokers)
Phone	925-254-3790
Address
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($B)
	Lowes Companies Inc	0.0
	SPDR Gold Trust	0.0
	Microsoft Corp	0.0
	Amazon Com Inc	0.0
	CrowdStrike Holdings Inc	0.0
	iShares Comex Gold Trust	0.0
	Nvidia Corp	0.0
	Facebook Inc	0.0
	Cintas Corp	0.0
	SEI Investments Co	0.0

Holdings by Sector ($B)

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 151972117, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220722999