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⚲
|
| Strategiq Financial Group LLC
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|
|---|---|
| CRD # | 144287 |
| SEC # | 801-68171 |
| CIK # | 0001665199 |
| AUM | $1.5 BB (2023-03-31) |
| Employees | 29 (76% Investors, 0% Brokers) |
| Phone | 219-736-8902 |
| Address | 101 East 90th Drive Merrillville, IN 46410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ECL | 43,790.9 | 52.3 | |
| ALL | 34,565.4 | 15.2 | |
| UPS | 157,208.0 | 14.9 | |
| AAPL | 2,382,844.0 | 12.3 | |
| ABBV | 269,466.6 | 10.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 752 | 158.6 |
| (b) Individuals (high net worth individuals) | 308 | 1,218.2 |
| (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 | 28 | 22.0 |
| (h) Charitable organizations | 7 | 51.9 |
| (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 | 9 | 68.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,322 | 1,518.8 |
| By Discretionary | ||
| Discretionary | 3,313 | 1,503.6 |
| Non-Discretionary | 9 | 15.2 |
| Total | 3,322 | 1,518.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,518.8 | |
| Total | 3,322 | 1,518.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001665199] | |
| SC 13G | [0001665199] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Strategiq Financial Group LLC | RiverNorth Specialty Finance Corp | [2022-01-31] |
| Strategic Financial Group LLC | WisdomTree Trust | [2019-02-12] |
| Strategic Financial Group LLC | SPDR Series Trust | [2019-02-12] |
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|---|---|---|
|
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|
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|
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