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| SFG Wealth Management LLC
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|
|
|---|---|
| CRD # | 285785 |
| SEC # | 801-108748 |
| CIK # | 0001908914 |
| AUM | $441.7 MM (2023-02-07) |
| Employees | 14 (86% Investors, 93% Brokers) |
| Phone | 410-825-3200 |
| Address | 1104 Kenilworth Drive Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| V | 419,260.5 | 4.8 | |
| OUNZ | 2.6 | ||
| AAPL | 2,382,844.0 | 1.9 | |
| RBLX | 20,459.2 | 1.9 | |
| GE | 72,511.8 | 1.6 | |
| TROW | 26,791.5 | 1.2 | |
| MKC | 23,279.8 | 1.2 | |
| MSFT | 1,918,222.4 | 1.1 | |
| PH | 32,093.0 | 1.0 | |
| AMZN | 1,092,997.8 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 106.4 |
| (b) Individuals (high net worth individuals) | 420 | 293.9 |
| (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 | 3.1 |
| (h) Charitable organizations | 0 | 6.5 |
| (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 | 11 | 31.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,588 | 441.7 |
| By Discretionary | ||
| Discretionary | 1,401 | 401.5 |
| Non-Discretionary | 187 | 40.2 |
| Total | 1,588 | 441.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 441.7 | |
| Total | 1,588 | 441.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908914] |
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|---|---|---|
|
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PA | 0.4 |
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Signalpoint Asset Management LLC
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Cruden Bay Investment Management LLC
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CA | 0.4 |
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Hyposwiss Advisors Sa
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|
0.4 | |
|
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|
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