⚲
|
Resurgent Financial Advisors LLC
✚
| |
---|---|
CRD # | 299575 |
SEC # | 801-117725 |
CIK # | 0001912339 |
AUM | $400.1 MM (2023-03-31) |
Employees | 17 (53% Investors, 24% Brokers) |
Phone | 770-615-8383 |
Address | 6300 Powers Ferry Road Atlanta, GA 30339 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 7.4 | |
AAPL | 2,382,844.0 | 7.1 | |
HD | 277,648.0 | 2.7 | |
JPM | 340,169.2 | 2.7 | |
CVX | 294,604.1 | 2.7 | |
AMZN | 1,092,997.8 | 2.0 | |
JNJ | 465,600.2 | 2.0 | |
MDLZ | 85,415.8 | 1.9 | |
GOOGL | 1,475,138.5 | 1.9 | |
ETN | 51,598.7 | 1.7 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 590 | 138.9 |
(b) Individuals (high net worth individuals) | 103 | 222.6 |
(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 | 1.6 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 2 | 16.1 |
(n) Other | 0 | 0.0 |
Total | 1,477 | 379.2 |
By Discretionary | ||
Discretionary | 1,385 | 328.9 |
Non-Discretionary | 92 | 50.3 |
Total | 1,477 | 379.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 379.2 | |
Total | 1,477 | 379.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001912339] | |
D | [0001912339] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
WEA Financial Advisors Inc
✚
|
WI | 0.4 |
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
Thayer Partners LLC
✚
|
PA | 0.4 |
Integra Global Advisors LLC
✚
|
CT | 0.4 |
Family Office Research LLC
✚
|
MD | 0.4 |
Monument Capital Management LLC
✚
|
VA | 0.4 |
Hughes Financial Services LLC
✚
|
VA | 0.4 |
Clear Rock Advisors LLC
✚
|
TX | 0.4 |
Little House Capital LLC
✚
|
MA | 0.4 |
Gradient Securities LLC
✚
|
MN | 0.4 |