The Financial Consulate Inc

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Assets, Funds, Holdings

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The Financial Consulate Inc
CRD #106898
SEC #801-18829
CIK #0001865938, 0001624510
AUM $782.3 MM (2024-07-11)
Employees 23 (52% Investors, 0% Brokers)
Phone410-823-7283
Address11019 Mccormick Road
Hunt Valley, MD 21031
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002001200920172025
CIK Period
0001865938 0001624510
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
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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CA 0.8
One Day in July LLC
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Richard P Slaughter Associates Inc
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Modern Portfolio Management Inc
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Galloway Asset Management LLC
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Financial Insights Inc
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TMD Wealth Management LLC
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Blankinship & Foster LLC
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Haussmann Financial Inc
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Great Lakes Retirement Inc
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