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| Strengthening Families & Communities LLC
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|---|---|
| CRD # | 282573 |
| SEC # | 801-117778 |
| CIK # | 0001921196 |
| AUM | $610.0 M (2026-03-23) |
| Employees | 11 (82% Investors, 73% Brokers) |
| Phone | 617-708-0639 |
| Address | 603 Massachusetts Avenue Boston, MA 02118 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.1 | ||
| Nvidia Corp | 12.5 | ||
| Amazon Com Inc | 7.8 | ||
| Alphabet Inc | 6.3 | ||
| Alphabet Inc | 6.1 | ||
| Broadcom Inc | 6.1 | ||
| Carpenter Technology Corp | 5.3 | ||
| Johnson & Johnson | 5.1 | ||
| Merck & Co Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 47.2 |
| (b) Individuals (high net worth individuals) | 236 | 531.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 7.6 |
| (h) Charitable organizations | 26 | 24.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 610.0 |
| By Discretionary | ||
| Discretionary | 614 | 593.7 |
| Non-Discretionary | 12 | 16.3 |
| Total | 626 | 610.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.7 | |
| United States Persons | 570.2 | |
| Total | 626 | 610.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001921196] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steffes Financial Ltd
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|
KS | 0.6 |
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Peregrine Asset Advisers Inc
✚
|
OR | 0.6 |
|
Vista Investment Partners LLC
✚
|
OK | 0.6 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.6 |
|
Wespac Advisors Socal LLC
✚
|
CA | 0.6 |
|
CornerStone Wealth Advisors Inc
✚
|
MN | 0.6 |
|
J Stern & Co LLC
✚
|
NY | 0.6 |
|
Central Family Advisors LLC
✚
|
NY | 0.6 |
|
Rose Capital Advisors LLC
✚
|
FL | 0.6 |