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| Seamount Financial Group Inc
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| |
|---|---|
| CRD # | 107834 |
| SEC # | 801-56412 |
| CIK # | 0002011267 |
| AUM | $604.7 MM (2024-06-18) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 719-471-1171 |
| Address | 90 So Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.6 | |
| AMZN | 1,092,997.8 | 9.5 | |
| MSFT | 1,918,222.4 | 2.7 | |
| AVGO | 201,282.9 | 2.3 | |
| GLD | 2.3 | ||
| NVDA | 399,550.0 | 1.5 | |
| COST | 207,576.9 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 129.9 |
| (b) Individuals (high net worth individuals) | 155 | 469.7 |
| (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 | 9 | 5.2 |
| (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 | 1,546 | 604.7 |
| By Discretionary | ||
| Discretionary | 1,546 | 604.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,546 | 604.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 604.7 | |
| Total | 1,546 | 604.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011267] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.6 |
|
TAP Consulting LLC
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|
MO | 0.6 |
|
Liberty Capital Management Inc
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|
MI | 0.6 |
|
Centerpoint Advisors LLC
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|
MA | 0.6 |
|
McNamara Financial Services Inc
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|
MA | 0.6 |
|
Morin Private Client Group LLC
✚
|
WY | 0.6 |
|
Grand Wealth Management LLC
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|
MI | 0.6 |
|
Mayfair Advisory Group LLC
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|
AL | 0.6 |
|
FWL Investment Management LLC
✚
|
TX | 0.6 |