|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Spectrum Wealth Counsel LLC
✚
|
|
|---|---|
| CRD # | 323651 |
| SEC # | 801-126882 |
| CIK # | 0002011274 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 317-663-5600 |
| Address | 600 East 96th Street, Suite 130 Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.7 | ||
| Microsoft Corp | 19.5 | ||
| Lilly Eli & Co | 18.7 | ||
| TJX Companies Inc /DE/ | 14.4 | ||
| Facebook Inc | 14.3 | ||
| VISA Inc | 14.3 | ||
| J P Morgan Chase & Co | 13.9 | ||
| iShares Comex Gold Trust | 12.4 | ||
| Goldman Sachs Group Inc | 11.2 | ||
| Amazon Com Inc | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 29.5 |
| (b) Individuals (high net worth individuals) | 150 | 1,063.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 44.5 |
| (h) Charitable organizations | 2 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,504 | 1,150.5 |
| By Discretionary | ||
| Discretionary | 1,485 | 1,092.1 |
| Non-Discretionary | 19 | 58.4 |
| Total | 1,504 | 1,150.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,149.6 | |
| Total | 1,504 | 1,150.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011274] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flagstar Advisors Inc
✚
|
NY | 1.2 |
|
Prudent Investor Advisors LLC
✚
|
CA | 1.2 |
|
AWM Capital LLC
✚
|
AZ | 1.2 |
|
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1.2 |
|
Stillwater Capital Advisors LLC
✚
|
PA | 1.1 |
|
Accurate Wealth Management LLC
✚
|
FL | 1.1 |
|
Corrigan Financial Inc
✚
|
RI | 1.1 |
|
Allie Family Office LLC
✚
|
FL | 1.1 |
|
Affiance Financial LLC
✚
|
MN | 1.1 |
|
NorthStar Fiduciary Partners LLC
✚
|
1.1 |