The Advisors Group Inc

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Assets, Funds, Holdings

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The Advisors Group Inc
CRD #14035
SEC #801-21679
CIK #0001597690, 0001766226, 0001766909, 0001640420, 0001332748
AUM
Employees
Phone800-777-1500
Address7315 Wisconsin Avenue
Bethesda, MD 20814
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
70056042028014001999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.3
MSFT 1,918,222.4 7.1
LLY 301,789.7 6.2
RIO 102,512.8 2.5
TSCO 21,844.9 2.5
UNH 477,004.0 2.2
TSM 437,370.3 2.0
CAT 99,975.7 1.9
AMD 131,458.5 1.8
PANW 49,011.6 1.7
View All
Holdings by Sector ($MM)
4003202401608002013201620202024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 1,700 680.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1,700 680.0
Total 1,700 680.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 680.0
Total 1,700 680.0
EDGAR Form CIK 2011 - 2023
4 [0001332748]
13F-HR [0001597690]
13F-HR [0001640420]
13F-HR [0001766226]
13F-NT [0001766226]
13F-HR [0001766909]
Form 3/4/5 Subject 2011 - 2023
Aunger Paul
Advisors LLC
Inova Technology Inc.
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