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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Statheros Financial Solutions Inc
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|---|---|
| CRD # | 306217 |
| SEC # | 801-117649 |
| CIK # | |
| AUM | $810.1 M (2025-03-11) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 916-932-1219 |
| Address | 1107 Investment Blvd, Ste 135 El Dorado Hills, CA 95762 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 103.5 |
| (b) Individuals (high net worth individuals) | 162 | 372.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 67 | 325.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,346 | 810.1 |
| By Discretionary | ||
| Discretionary | 1,346 | 810.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,346 | 810.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 810.1 | |
| Total | 1,346 | 810.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keudell Morrison Wealth Management LLC
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|
OR | 0.8 |
|
Investmark Advisory Group LLC
✚
|
CT | 0.8 |
|
BCS Financial LLC
✚
|
TN | 0.8 |
|
Slow Capital Inc
✚
|
CA | 0.8 |
|
WISS Private Client Advisors LLC
✚
|
NJ | 0.8 |
|
Crane Advisory LLC
✚
|
CA | 0.8 |
|
Concentrum Wealth Management Inc
✚
|
CA | 0.8 |
|
Covington Investment Advisors Inc
✚
|
PA | 0.8 |
|
Addison Capital LLC
✚
|
PA | 0.8 |
|
Investment Partners Ltd
✚
|
OH | 0.8 |