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| Signalpoint Asset Management LLC
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| |
|---|---|
| CRD # | 147578 |
| SEC # | 801-69394 |
| CIK # | 0001566414 |
| AUM | $522.3 MM (2024-08-12) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 417-869-9980 |
| Address | 1201 E Walnut Street Springfield, MO 65802 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ORLY | 41,441.2 | 54.2 | |
| AAPL | 2,382,844.0 | 36.6 | |
| NVDA | 399,550.0 | 6.9 | |
| WMT | 335,434.5 | 6.6 | |
| MSFT | 1,918,222.4 | 6.4 | |
| AMZN | 1,092,997.8 | 6.3 | |
| GOOG | 1,482,566.4 | 4.2 | |
| GOOGL | 1,475,138.5 | 3.9 | |
| XOM | 385,508.3 | 3.2 | |
| QCOM | 147,392.0 | 2.8 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 93.6 |
| (b) Individuals (high net worth individuals) | 133 | 417.4 |
| (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 | 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 | 10 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,512 | 522.3 |
| By Discretionary | ||
| Discretionary | 1,496 | 514.7 |
| Non-Discretionary | 16 | 7.5 |
| Total | 1,512 | 522.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.3 | |
| Total | 1,512 | 522.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001566414] | |
| D | [0001566414] |
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|---|---|---|
|
Tradewinds Capital Management LLC
✚
|
WA | 0.5 |
|
Wahed Invest LLC
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|
NY | 0.5 |
|
WMG Financial Advisors LLC
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TN | 0.5 |
|
First Citizens Asset Management Inc
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NC | 0.5 |
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Liquid Strategies LLC
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GA | 0.5 |
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Beacon Harbor Wealth Advisors Inc
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VA | 0.5 |
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Oneascent Wealth Management LLC
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AL | 0.5 |
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ARQ Wealth Advisors LLC
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AZ | 0.5 |
|
Wealth Dimensions Family Office Inc
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OH | 0.5 |
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Kendall Capital Management
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|
MD | 0.5 |