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| Strengthening Families & Communities LLC
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| |
|---|---|
| CRD # | 282573 |
| SEC # | 801-117778 |
| CIK # | 0001921196 |
| AUM | $402.5 MM (2024-08-29) |
| Employees | 11 (45% Investors, 64% Brokers) |
| Phone | 617-708-0639 |
| Address | 603 Massachusetts Avenue Boston, MA 02118 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| MRK | 232,371.9 | 0.0 | |
| SCCO | 40,100.2 | 0.0 | |
| SNPS | 46,452.5 | 0.0 | |
| IBM | 127,593.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 23.3 |
| (b) Individuals (high net worth individuals) | 208 | 348.1 |
| (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 | 7 | 16.0 |
| (h) Charitable organizations | 14 | 15.1 |
| (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 | 472 | 402.5 |
| By Discretionary | ||
| Discretionary | 465 | 386.4 |
| Non-Discretionary | 7 | 16.0 |
| Total | 472 | 402.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.9 | |
| United States Persons | 385.6 | |
| Total | 472 | 402.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001921196] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lowe Wealth Advisors LLC
✚
|
MD | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |
|
Argent Wealth LLC
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MS | 0.4 |
|
Fiduciary Advisors LLC
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|
UT | 0.4 |
|
Lifeinvest Wealth Management Ltd
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|
FL | 0.4 |
|
Second Line Capital LLC
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|
LA | 0.4 |
|
Aviso Wealth Management
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|
WA | 0.4 |
|
Yarger Wealth Strategies LLC
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|
OH | 0.4 |
|
Auctus Advisors LLC
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|
NC | 0.4 |
|
Kolinsky Wealth Management LLC
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|
NJ | 0.4 |