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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Squire Investment Management Company LLC
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|---|---|
| CRD # | 117750 |
| SEC # | 801-78495 |
| CIK # | 0002031291 |
| AUM | $493.9 M (2025-06-30) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 801-226-7722 |
| Address | 1329 South 800 East Orem, UT 84097 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| National Bank Holdings Corp | 4.0 | ||
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 79.0 |
| (b) Individuals (high net worth individuals) | 175 | 288.2 |
| (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 | 51 | 34.6 |
| (h) Charitable organizations | 5 | 12.2 |
| (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 | 12 | 80.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,656 | 493.9 |
| By Discretionary | ||
| Discretionary | 1,650 | 487.7 |
| Non-Discretionary | 6 | 6.3 |
| Total | 1,656 | 493.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.9 | |
| Total | 1,656 | 493.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031291] |
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|---|---|---|
|
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✚
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GA | 0.5 |
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Broadleaf Partners LLC
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Selby Wealth Management LLC
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AL | 0.5 |
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Kolinsky Wealth Management LLC
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NJ | 0.5 |
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Redwood Holdings LLC
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CA | 0.5 |
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Private Wealth Management Group LLC
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