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| The Mather Group LLC
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|
|---|---|
| CRD # | 156005 |
| SEC # | 801-72156 |
| CIK # | 0001527641 |
| AUM | $8.7 BB (2023-03-22) |
| Employees | 167 (49% Investors, 0% Brokers) |
| Phone | 630-537-1078 |
| Address | 353 N Clark Street Chicago, IL 60654 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001527641 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Lennox International Inc | 7.3 | 0.3 | |
| Apple Inc | 2,382.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | PF1 | 2019-02-06 | 5.6 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,952 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,009 | 7.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,761 | 8.7 |
| By Discretionary | ||
| Discretionary | 12,123 | 7.8 |
| Non-Discretionary | 4,638 | 0.9 |
| Total | 16,761 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 16,761 | 8.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001527641] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principal Securities Inc
✚
|
IA | 9.4 |
|
Investment Research & Advisory Group Inc
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|
GA | 9.1 |
|
IFP Advisors LLC
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|
FL | 8.9 |
|
GW & Wade LLC
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MA | 8.9 |
|
Bridges Investment Management Inc
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NE | 8.7 |
|
Ameritas Advisory Services LLC
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|
NE | 8.5 |
|
Vontobel Swiss Financial Advisers AG
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|
8.5 | |
|
American Portfolios Advisors Inc
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|
NY | 8.4 |
|
Sentinel Pension Advisors Inc
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|
MA | 8.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.8 |