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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| S & P Financial Inc
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|---|---|
| CRD # | 139358 |
| SEC # | 801-66205 |
| CIK # | |
| AUM | $323.6 M (2025-03-28) |
| Employees | 2 (0% Investors, 0% Brokers) |
| Phone | 541-482-0138 |
| Address | 241 Maple Street Ashland, OR 97520 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 525 | 323.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 323.6 |
| By Discretionary | ||
| Discretionary | 1,053 | 323.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 323.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.6 | |
| Total | 1,053 | 323.6 |
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|---|---|---|
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Perennial Advisors Group LLC
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MA | 0.3 |
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Leeward Financial Partners LLC
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0.3 | |
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Prudent Man Investment Management Inc
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CO | 0.3 |
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Kennicott Capital Management LLC
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0.3 | |
|
All Terrain Financial Advisors LLC
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MN | 0.3 |
|
AFT Forsyth & Sober LLC
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|
FL | 0.3 |
|
Shira Ridge Wealth Management
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|
CA | 0.3 |
|
Mindset Wealth Management LLC
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|
IN | 0.3 |
|
SFM LLC
✚
|
NH | 0.3 |