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| Happy Holidays!! thanks for using AUM13F!! |
| RIA Advisory Group LLC
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| CRD # | 152566 |
| SEC # | 801-117837 |
| CIK # | 0001958384, 0001591750 |
| AUM | $456.5 M (2025-03-18) |
| Employees | 23 (100% Investors, 0% Brokers) |
| Phone | 515-965-8588 |
| Address | 500 SW 7th Street Des Moines, IA 50309 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 15.3 | ||
| Facebook Inc | 9.0 | ||
| Cisco Systems Inc | 7.0 | ||
| Nvidia Corp | 6.3 | ||
| Microsoft Corp | 6.3 | ||
| Coca Cola Co | 5.8 | ||
| VISA Inc | 5.7 | ||
| Johnson & Johnson | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| Procter & Gamble Co | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,479 | 232.8 |
| (b) Individuals (high net worth individuals) | 95 | 203.8 |
| (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 | 22 | 6.7 |
| (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 | 22 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,009 | 456.5 |
| By Discretionary | ||
| Discretionary | 2,935 | 446.0 |
| Non-Discretionary | 74 | 10.5 |
| Total | 3,009 | 456.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.5 | |
| Total | 3,009 | 456.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001958384] |
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