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Squire Investment Management Company LLC
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CRD # | 117750 |
SEC # | 801-78495 |
CIK # | 0002031291 |
AUM | $377.2 MM (2024-03-26) |
Employees | 12 (100% Investors, 0% Brokers) |
Phone | 801-226-7722 |
Address | 1329 South 800 East Orem, UT 84097 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 1.3 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 363 | 71.5 |
(b) Individuals (high net worth individuals) | 141 | 221.9 |
(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 | 56 | 33.6 |
(h) Charitable organizations | 6 | 11.8 |
(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 | 15 | 38.4 |
(n) Other | 0 | 0.0 |
Total | 1,383 | 377.2 |
By Discretionary | ||
Discretionary | 1,377 | 372.1 |
Non-Discretionary | 6 | 5.2 |
Total | 1,383 | 377.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 377.2 | |
Total | 1,383 | 377.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002031291] |
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