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| SRS Capital Advisors LLC
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|
|
|---|---|
| CRD # | 133535 |
| SEC # | 801-67165 |
| CIK # | 0001586767 |
| AUM | $1.4 BB (2024-08-30) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 303-633-5900 |
| Address | 730 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,370 | 644.6 |
| (b) Individuals (high net worth individuals) | 266 | 605.9 |
| (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 | 11 | 115.6 |
| (h) Charitable organizations | 11 | 3.8 |
| (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 | 28 | 68.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,686 | 1,438.6 |
| By Discretionary | ||
| Discretionary | 3,655 | 1,389.5 |
| Non-Discretionary | 31 | 49.1 |
| Total | 3,686 | 1,438.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,438.6 | |
| Total | 3,686 | 1,438.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001586767] |
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|---|---|---|
|
Retirement Plan Advisors LLC
✚
|
IL | 1.5 |
|
JSF Financial LLC
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CA | 1.5 |
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Executive Wealth Management LLC
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Westfuller Advisors LLC
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NY | 1.4 |
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Sierra Capital LLC
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FL | 1.4 |
|
Flexible Plan Investments Ltd
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MI | 1.4 |
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Phillips and Company Advisors LLC
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OR | 1.4 |