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| Happy Holidays!! thanks for using AUM13F!! |
| Tounjian Advisory Partners LLC
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|---|---|
| CRD # | 329635 |
| SEC # | 801-129470 |
| CIK # | 0002039850 |
| AUM | $518.3 M (2025-07-25) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 239-561-1155 |
| Address | 8870 Daniels Parkway Fort Myers, FL 33912 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 160.7 |
| (b) Individuals (high net worth individuals) | 168 | 343.0 |
| (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 | 23 | 9.1 |
| (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 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,631 | 518.3 |
| By Discretionary | ||
| Discretionary | 1,631 | 518.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,631 | 518.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.3 | |
| Total | 1,631 | 518.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002039850] | |
| 13F-NT | [0002039850] |
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|---|---|---|
|
Hahn Capital Management LLC
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CA | 0.5 |
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Phraction Management LLC
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CT | 0.5 |
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Concord Asset Management LLC
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VA | 0.5 |
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Summit Financial Advisors LLC
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CA | 0.5 |
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Compass Financial Management LLC
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FL | 0.5 |
|
O'Rourke & Company Incorporated
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MA | 0.5 |
|
CPA Asset Management Group LLC
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FL | 0.5 |
|
Trunorth Wealth Partners LLC
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MN | 0.5 |
|
Wespac Advisors Socal LLC
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CA | 0.5 |
|
Consolidated Financial Management Group LLC
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OH | 0.5 |