|
⚲
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| PSI Advisors LLC
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| |
|---|---|
| CRD # | 285880 |
| SEC # | 801-108813 |
| CIK # | 0001779040 |
| AUM | $624.2 MM (2024-03-26) |
| Employees | 22 (59% Investors, 36% Brokers) |
| Phone | 813-343-3860 |
| Address | 13059 W Linebaugh Ave Ste 102 Tampa, FL 33626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.4 | |
| ET | 31,904.4 | 4.5 | |
| AMZN | 1,092,997.8 | 3.6 | |
| NVDA | 399,550.0 | 3.2 | |
| MSFT | 1,918,222.4 | 2.9 | |
| LLY | 301,789.7 | 2.6 | |
| VSTO | 1,670.7 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,389 | 231.3 |
| (b) Individuals (high net worth individuals) | 489 | 328.0 |
| (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 | 25 | 43.1 |
| (h) Charitable organizations | 3 | 0.3 |
| (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 | 21 | 21.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,025 | 624.2 |
| By Discretionary | ||
| Discretionary | 3,025 | 624.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,025 | 624.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.2 | |
| Total | 3,025 | 624.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001779040] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Galecki Financial Management Inc
✚
|
IN | 0.6 |
|
Net Worth Advisory Group LLC
✚
|
UT | 0.6 |
|
Probity Advisors Inc
✚
|
TX | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.6 |
|
Baron Wealth Management LLC
✚
|
MI | 0.6 |
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.6 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.6 |
|
Level Financial Advisors Inc
✚
|
NY | 0.6 |