⚲
|
The Mather Group LLC
✚
| |
---|---|
CRD # | 156005 |
SEC # | 801-72156 |
CIK # | 0001527641 |
AUM | $10.5 BB (2024-08-09) |
Employees | 163 (50% Investors, 0% Brokers) |
Phone | 630-537-1078 |
Address | 353 N Clark Street Chicago, IL 60654 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
LII | 7.3 | 0.6 | |
XOM | 385.5 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
MSFT | 1,918.2 | 0.0 | |
Holdings by Sector ($BB) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | PF1 | 2019-02-06 | 5.6 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,860 | 0.9 |
(b) Individuals (high net worth individuals) | 2,379 | 9.6 |
(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 | 4 | 0.0 |
(h) Charitable organizations | 2 | 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 | 15,974 | 10.5 |
By Discretionary | ||
Discretionary | 13,029 | 9.3 |
Non-Discretionary | 2,945 | 1.2 |
Total | 15,974 | 10.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 10.5 | |
Total | 15,974 | 10.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001527641] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Park Avenue Securities LLC
✚
|
NY | 11.9 |
Investment Research & Advisory Group Inc
✚
|
GA | 11.5 |
Brown Capital Management LLC
✚
|
AR | 10.7 |
Ameritas Advisory Services LLC
✚
|
NE | 10.3 |
Circle Wealth Management LLC
✚
|
NJ | 10.2 |
IFP Advisors LLC
✚
|
FL | 9.8 |
Fiduciary Counselling Inc
✚
|
MN | 9.5 |
Bleakley Financial Group LLC
✚
|
NJ | 9.2 |
Vontobel Swiss Financial Advisers AG
✚
|
9.0 | |
Sentinel Pension Advisors Inc
✚
|
MA | 9.0 |