Resurgent Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Resurgent Financial Advisors LLC
CRD #299575
SEC #801-117725
CIK #0001912339
AUM $400.1 MM (2023-03-31)
Employees 17 (53% Investors, 24% Brokers)
Phone770-615-8383
Address6300 Powers Ferry Road
Atlanta, GA 30339
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4503602701809002010201420192024
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 ($MM)
190152114763802020202120222024
AUM Breakdown Accounts AUM ($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
Terms | Privacy | Guide
tony@aum13f.com