|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| SCF Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 123608 |
| SEC # | 801-71206 |
| CIK # | 0001639071 |
| AUM | $1.3 B (2025-07-01) |
| Employees | 263 (23% Investors, 55% Brokers) |
| Phone | 559-456-6108 |
| Address | 10150 Meanley Drive San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,643 | 0.9 |
| (b) Individuals (high net worth individuals) | 510 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,190 | 1.3 |
| By Discretionary | ||
| Discretionary | 3,171 | 0.8 |
| Non-Discretionary | 3,019 | 0.6 |
| Total | 6,190 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 6,190 | 1.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001639071] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SPC Financial Inc
✚
|
MD | 1.4 |
|
Abound Wealth Management LLC
✚
|
TN | 1.4 |
|
Moloney Securities Asset Management LLC
✚
|
MO | 1.4 |
|
Personal CFO Solutions LLC
✚
|
NJ | 1.4 |
|
First National Advisors LLC
✚
|
MA | 1.4 |
|
Momentum Independent Network Inc
✚
|
TX | 1.3 |
|
Lyell Wealth Management LP
✚
|
CA | 1.3 |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.3 |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.3 |
|
Beam Wealth Advisors Inc
✚
|
LA | 1.3 |