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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Financial Consulate Inc
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|---|---|
| CRD # | 106898 |
| SEC # | 801-18829 |
| CIK # | 0001865938, 0001624510 |
| AUM | $930.0 M (2025-03-24) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 410-823-7283 |
| Address | 11019 Mccormick Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 578 | 229.3 |
| (b) Individuals (high net worth individuals) | 278 | 682.4 |
| (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 | 16.2 |
| (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 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,597 | 930.0 |
| By Discretionary | ||
| Discretionary | 3,597 | 930.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,597 | 930.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 930.0 | |
| Total | 3,597 | 930.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001624510] | |
| SC 13G | [0001624510] | |
| 13F-HR | [0001865938] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Financial Consulate Inc | Harris & Harris Group Inc /NY/ | [2015-01-20] |
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