|
⚲
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| TAP Consulting LLC
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| |
|---|---|
| CRD # | 145772 |
| SEC # | 801-112450 |
| CIK # | 0001748930 |
| AUM | $605.5 MM (2024-03-28) |
| Employees | 20 (90% Investors, 75% Brokers) |
| Phone | 314-590-5900 |
| Address | 10900 Manchester Rd Kirkwood, MO 63122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001748930 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 4.9 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,296 | 250.3 |
| (b) Individuals (high net worth individuals) | 93 | 252.2 |
| (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 | 10 | 55.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 47.8 |
| (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 | 2,465 | 605.5 |
| By Discretionary | ||
| Discretionary | 2,408 | 505.3 |
| Non-Discretionary | 57 | 100.2 |
| Total | 2,465 | 605.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.5 | |
| Total | 2,465 | 605.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001748930] |
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|---|---|---|
|
Vantage Wealth Management LLC
✚
|
CA | 0.6 |
|
Lakeridge Wealth Management LLC
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OH | 0.6 |
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Albitz/Miloe and Associates Inc
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CA | 0.6 |
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Liberty Capital Management Inc
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MI | 0.6 |
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Centerpoint Advisors LLC
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MA | 0.6 |
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McNamara Financial Services Inc
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MA | 0.6 |
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Seamount Financial Group Inc
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CO | 0.6 |
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Morin Private Client Group LLC
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WY | 0.6 |
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Grand Wealth Management LLC
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MI | 0.6 |
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Mayfair Advisory Group LLC
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AL | 0.6 |