|
⚲
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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) |
|---|
| 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 |
|---|---|---|
| 13F-HR | [0002031291] |
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