The Stanich Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Stanich Group LLC
CRD #282447
SEC #801-107270
CIK #0002023324
AUM $166.6 M (2025-03-03)
Employees 6 (100% Investors, 0% Brokers)
Phone646-693-7451
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
170136102683402011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 1.9
Microsoft Corp 1.2
Nvidia Corp 0.6
Amazon Com Inc 0.5
Global MOFY Metaverse Ltd 0.5
 
 
 
 
 
 
Holdings by Sector ($M)
14011284562802024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 125 63.3
(b) Individuals (high net worth individuals) 47 103.1
(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 0.0
(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 1 0.2
(n) Other 0 0.0
Total 605 166.6
By Discretionary
Discretionary 605 166.6
Non-Discretionary 0 0.0
Total 605 166.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 166.6
Total 605 166.6
EDGAR Form CIK 2011 - 2025
13F-HR [0002023324]
Comparable Firms State AUM ($B)
Glenwood Investment Group LLC
NH 0.2
Jaykay Wealth Advisors Inc
TX 0.2
Structured Wealth Management Inc
OH 0.2
Barron Financial Group LLP
CT 0.2
Marsh Wealth Management LLC
TN 0.2
Orcam Financial Group LLC
0.2
Altius Financial Inc
CO 0.2
Dale Buckner Inc
TX 0.2
Rolek Wealth Management LLC
PA 0.2
Journey Retirement Planning and Investment Management LLC
ID 0.2
Terms | Privacy | Guide
tony@aum13f.com