|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| TULL Financial Group Inc
✚
|
|
|---|---|
| CRD # | 112235 |
| SEC # | 801-61759 |
| CIK # | 0001769060 |
| AUM | $311.7 M (2025-03-06) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 757-436-1122 |
| Address | 555 Belaire Avenue Chesapeake, VA 23320-5205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Norfolk Southern Corp | 0.9 | ||
| Apple Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Procter & Gamble Co | 0.3 | ||
| Dominion Resources Inc /VA/ | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 79.7 |
| (b) Individuals (high net worth individuals) | 102 | 221.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.6 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,018 | 311.7 |
| By Discretionary | ||
| Discretionary | 932 | 304.9 |
| Non-Discretionary | 86 | 6.8 |
| Total | 1,018 | 311.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.7 | |
| Total | 1,018 | 311.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769060] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Attessa Capital LLC
✚
|
AZ | 0.3 |
|
Gunderson Capital Management
✚
|
SC | 0.3 |
|
Tiemann Investment Advisors LLC
✚
|
CA | 0.3 |
|
Golden Reserve Retirement LLC
✚
|
OH | 0.3 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.3 |
|
Dorval Corporation
✚
|
MN | 0.3 |
|
Comprehensive Wealth Management LLC
✚
|
WA | 0.3 |
|
Commonwealth Retirement Investments LLC
✚
|
VA | 0.3 |
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
|
Law & Associates Inc
✚
|
MD | 0.3 |