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| SNS Financial Group LLC
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|---|---|
| CRD # | 152667 |
| SEC # | 801-70998 |
| CIK # | 0001557485 |
| AUM | 4,015.9 M (2026-06-11) |
| Employees | 41 (76% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 737-443-2122 |
| Address | 5707 Southwest Parkway Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 36.6 | ||
| Apple Inc | 35.1 | ||
| Microsoft Corp | 7.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 868 | 0.5 |
| (b) Individuals (high net worth individuals) | 892 | 3.1 |
| (c) Banking or thrift institutions | 2 | 0.1 |
| (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 | 46 | 0.3 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 1 | 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 | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,286 | 4.0 |
| By Discretionary | ||
| Discretionary | 6,236 | 4.0 |
| Non-Discretionary | 50 | 0.0 |
| Total | 6,286 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 6,286 | 4.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001557485] | |
| SC 13G | [0001557485] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| SNS Financial Group LLC | Advisorshares Trust | [2014-02-04] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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