|
⚲
|
| SNS Financial Group LLC
✚
| |
|---|---|
| CRD # | 152667 |
| SEC # | 801-70998 |
| CIK # | 0001557485 |
| AUM | $1.3 BB (2024-03-20) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Phone | 612-378-7560 |
| Address | 43 Main Street SE Minneapolis, MN 55414 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 32.4 | |
| GLDM | 23.9 | ||
| MSFT | 1,918,222.4 | 9.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 215.0 |
| (b) Individuals (high net worth individuals) | 399 | 1,104.8 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 2 | 1.3 |
| (i) State or municipal government entities | 1 | 3.5 |
| (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 | 2 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,958 | 1,333.8 |
| By Discretionary | ||
| Discretionary | 2,907 | 1,310.0 |
| Non-Discretionary | 51 | 23.8 |
| Total | 2,958 | 1,333.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,333.8 | |
| Total | 2,958 | 1,333.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001557485] | |
| SC 13G | [0001557485] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| SNS Financial Group LLC | Advisorshares Trust | [2014-02-04] |
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|---|---|---|
|
Waddell & Associates LLC
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|
TN | 1.3 |
|
SLOY Dahl & Holst LLC
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|
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The Hoerner Planning Group LLC
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Fiduciary Wealth Partners LLC
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MA | 1.3 |
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Fourthought Financial Partners LLC
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FL | 1.3 |
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NBT Capital Management Inc
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AGP / Alliance Global Partners LLC
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CT | 1.3 |