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| Happy Holidays!! thanks for using AUM13F!! |
| Seamount Financial Group Inc
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|---|---|
| CRD # | 107834 |
| SEC # | 801-56412 |
| CIK # | 0002011267 |
| AUM | $665.2 M (2025-06-04) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 719-471-1171 |
| Address | 90 So Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.5 | ||
| Amazon Com Inc | 11.1 | ||
| Microsoft Corp | 4.4 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| SPDR Gold Trust | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| International Business Machines Corp | 2.9 | ||
| Exxon Mobil Corp | 2.3 | ||
| Broadcom Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 128.5 |
| (b) Individuals (high net worth individuals) | 170 | 517.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 19.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,604 | 665.2 |
| By Discretionary | ||
| Discretionary | 1,604 | 665.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,604 | 665.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.2 | |
| Total | 1,604 | 665.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011267] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.7 |
|
Carderock Capital Management Inc
✚
|
MD | 0.7 |
|
Smithbridge Asset Management Inc
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|
PA | 0.7 |
|
EagleClaw Capital Management LLC
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|
MA | 0.7 |
|
Parker Investment Management LLC
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|
0.7 | |
|
Duncker Streett & Co LLC
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|
MO | 0.7 |
|
Windsor Capital Management LLC
✚
|
AZ | 0.7 |
|
Opes Wealth Management LLC
✚
|
CA | 0.7 |
|
Diligent Investors LLC
✚
|
CA | 0.7 |
|
Nymbus Capital Inc
✚
|
0.7 |