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The Financial Consulate Inc
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CRD # | 106898 |
SEC # | 801-18829 |
CIK # | 0001865938, 0001624510 |
AUM | $782.3 MM (2024-07-11) |
Employees | 23 (52% Investors, 0% Brokers) |
Phone | 410-823-7283 |
Address | 11019 Mccormick Road Hunt Valley, MD 21031 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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CIK | Period |
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0001865938 0001624510 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 637 | 177.1 |
(b) Individuals (high net worth individuals) | 264 | 587.7 |
(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 | 16.9 |
(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 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 3,093 | 782.3 |
By Discretionary | ||
Discretionary | 3,093 | 782.3 |
Non-Discretionary | 0 | 0.0 |
Total | 3,093 | 782.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 782.3 | |
Total | 3,093 | 782.3 |
EDGAR Form | CIK | 2011 - 2024 |
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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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