|
⚲
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| Scarborough Advisors LLC
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| |
|---|---|
| CRD # | 169517 |
| SEC # | 801-79006 |
| CIK # | 0001815355 |
| AUM | $1.2 BB (2024-07-12) |
| Employees | 19 (53% Investors, 84% Brokers) |
| Phone | 410-573-5700 |
| Address | 1906 Towne Centre Blvd Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 5.8 | ||
| AAPL | 2,382,844.0 | 3.4 | |
| NVDA | 399,550.0 | 2.6 | |
| AMZN | 1,092,997.8 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,763 | 563.2 |
| (b) Individuals (high net worth individuals) | 629 | 631.1 |
| (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 | 3,924 | 1,194.3 |
| By Discretionary | ||
| Discretionary | 3,924 | 1,194.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,924 | 1,194.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,194.3 | |
| Total | 3,924 | 1,194.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001815355] |
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|---|---|---|
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