Private Wealth Advisors Inc
- Assets, Funds, Holdings
| Private Wealth Advisors Inc
|
| CRD # | 126927 |
| SEC # | 801-62312 |
| CIK # | 0001806580, 0001462525, 0001787027 |
| AUM |
|
| Employees |
13 (62% Investors, 0% Brokers)
|
| Phone | 412-931-2700 |
| Address | 542 Rugh Street
Greensburg, PA 15601 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
GLD
|
|
19.5 |
|
DBA
|
|
17.5 |
|
SLV
|
|
4.8 |
|
ADM
|
42,760.2 |
4.0 |
|
DBB
|
|
3.7 |
|
T
|
147,547.0 |
3.5 |
|
JNJ
|
465,600.2 |
2.4 |
|
AMZN
|
1,092,997.8 |
2.3 |
| |
| |
| |
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
795
|
196.0 |
| (b) Individuals (high net worth individuals) |
159
|
307.3 |
| (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 |
7 |
8.4 |
| (h) Charitable organizations |
5 |
51.1 |
| (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 |
3 |
12.2 |
| (n) Other |
0 |
0.0 |
| Total |
2,209 |
575.0 |
| By Discretionary |
| Discretionary |
2,206 |
574.5 |
| Non-Discretionary |
3 |
0.6 |
| Total |
2,209 |
575.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.0 |
| United States Persons |
|
574.1 |
| Total |
2,209 |
575.0 |
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