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| Happy Holidays!! thanks for using AUM13F!! |
| SPC Financial Inc
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| CRD # | 104618 |
| SEC # | 801-14191 |
| CIK # | 0001415201 |
| AUM | $1.4 B (2025-03-28) |
| Employees | 33 (45% Investors, 0% Brokers) |
| Phone | 301-770-6800 |
| Address | 3202 Tower Oaks Blvd Rockville, MD 20852-4219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001415201 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.6 | ||
| Microsoft Corp | 14.4 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 819 | 222.1 |
| (b) Individuals (high net worth individuals) | 414 | 1,160.2 |
| (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 | 7 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,180 | 1,392.1 |
| By Discretionary | ||
| Discretionary | 4,164 | 1,389.0 |
| Non-Discretionary | 16 | 3.1 |
| Total | 4,180 | 1,392.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1,390.6 | |
| Total | 4,180 | 1,392.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001415201] |
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