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| Happy Holidays!! thanks for using AUM13F!! |
| TNL Asset Management LLC
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|---|---|
| CRD # | 137419 |
| SEC # | 801-130346 |
| CIK # | |
| AUM | $130.5 M (2025-02-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 303-666-6292 |
| Address | 3445 Penrose Place Boulder, CO 80301 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 63.9 |
| (b) Individuals (high net worth individuals) | 29 | 65.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (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 | 145 | 130.5 |
| By Discretionary | ||
| Discretionary | 145 | 130.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 130.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 125.7 | |
| Total | 145 | 130.5 |
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|---|---|---|
|
Brazos Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Jefferson Bridge Capital LLC
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TN | 0.1 |
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New England Schooner Inc
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MA | 0.1 |
|
Intercarolina Financial Services Inc
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NC | 0.1 |
|
October Wealth Advisors Inc
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AR | 0.1 |
|
Strategic Wealth Management LLC
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TX | 0.1 |
|
Marathon Strategic Advisors LLC
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|
PA | 0.1 |
|
Grand Central Investment Group LLC
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|
FL | 0.1 |
|
Prakash Investment Advisors LLC
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|
0.1 | |
|
Keystone Wealth Management Inc
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|
IA | 0.1 |