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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sector Analysts LLC
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| CRD # | 169789 |
| SEC # | 801-110613 |
| CIK # | |
| AUM | $213.7 M (2025-03-20) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 610-945-8014 |
| Address | 6126 Hamilton Blvd Allentown, PA 18106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 982 | 121.9 |
| (b) Individuals (high net worth individuals) | 84 | 91.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 213.7 |
| By Discretionary | ||
| Discretionary | 1,066 | 213.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,066 | 213.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.7 | |
| Total | 1,066 | 213.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conscious Wealth Investments LLC
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|
0.2 | |
|
CHB Investment Group LLC
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|
PA | 0.2 |
|
Lansdowne Wealth Management LLC
✚
|
CT | 0.2 |
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Paladin Advisory Group LLC
✚
|
IA | 0.2 |
|
NERD Wallet Wealth Partners
✚
|
NY | 0.2 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Carroll Investors Inc
✚
|
SC | 0.2 |
|
Formulate Financial LLC
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|
0.2 |