Squire Investment Management Company LLC

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Assets, Funds, Holdings

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Squire Investment Management Company LLC
CRD #117750
SEC #801-78495
CIK #0002031291
AUM $377.2 MM (2024-03-26)
Employees 12 (100% Investors, 0% Brokers)
Phone801-226-7722
Address1329 South 800 East
Orem, UT 84097
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
4003202401608002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 1.3
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
180144108723602023202320242025
AUM Breakdown Accounts AUM ($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
13F-HR [0002031291]
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