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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stephens Consulting LLC
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| CRD # | 308970 |
| SEC # | 801-122003 |
| CIK # | 0001961632 |
| AUM | $1.1 B (2025-02-10) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Phone | 810-732-7411 |
| Address | 5206 Gateway Centre Flint, MI 48507 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.1 | ||
| Raymond James Financial Inc | 3.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Apple Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 643 | 218.9 |
| (b) Individuals (high net worth individuals) | 246 | 718.4 |
| (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 | 19 | 46.5 |
| (h) Charitable organizations | 5 | 4.6 |
| (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 | 4 | 83.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,910 | 1,071.6 |
| By Discretionary | ||
| Discretionary | 2,728 | 914.5 |
| Non-Discretionary | 182 | 157.1 |
| Total | 2,910 | 1,071.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,071.6 | |
| Total | 2,910 | 1,071.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961632] |
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