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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PSI Advisors LLC
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| CRD # | 285880 |
| SEC # | 801-108813 |
| CIK # | 0001779040 |
| AUM | $696.7 M (2025-03-25) |
| Employees | 22 (55% Investors, 32% Brokers) |
| Phone | 813-343-3860 |
| Address | 13059 W Linebaugh Ave Ste 102 Tampa, FL 33626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Microsoft Corp | 5.4 | ||
| Energy Transfer Equity LP | 4.1 | ||
| Lilly Eli & Co | 3.7 | ||
| Nvidia Corp | 2.9 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.6 | ||
| Deere & Co | 1.4 | ||
| Chevron Corp | 1.3 | ||
| Advanced Micro Devices Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,600 | 262.3 |
| (b) Individuals (high net worth individuals) | 531 | 396.7 |
| (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 | 13 | 8.9 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 24 | 28.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,249 | 696.7 |
| By Discretionary | ||
| Discretionary | 3,249 | 696.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,249 | 696.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 696.7 | |
| Total | 3,249 | 696.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001779040] |
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Dahring Cusmano LLC
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Kelman Lazarov Inc
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Baron Wealth Management LLC
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MELD Financial Inc
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AL | 0.7 |
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Westhill Financial Advisors Inc
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Level Financial Advisors Inc
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