|
⚲
|
| Keyboard |
| Vectorglobal IAG Inc
✚
|
|
|---|---|
| CRD # | 147129 |
| SEC # | 801-110128 |
| CIK # | 0001845843 |
| AUM | 1,631.2 M (2026-06-25) |
| Employees | 27 (100% Investors, 96% Brokers) |
| Phone | 305-350-3350 |
| Address | 1001 Brickell Bay Drive Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 26.5 | ||
| Alphabet Inc | 26.0 | ||
| Facebook Inc | 23.4 | ||
| ASML Holding NV | 23.4 | ||
| Amazon Com Inc | 23.3 | ||
| Microsoft Corp | 22.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.9 | ||
| Broadcom Inc | 21.8 | ||
| AbbVie Inc | 19.5 | ||
| Barrick Gold Corp | 19.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 755 | 417.4 |
| (b) Individuals (high net worth individuals) | 448 | 656.5 |
| (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 | 318 | 554.4 |
| (n) Other | 1 | 2.8 |
| Total | 1,730 | 1,631.2 |
| By Discretionary | ||
| Discretionary | 1,459 | 1,394.8 |
| Non-Discretionary | 271 | 236.4 |
| Total | 1,730 | 1,631.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,358.2 | |
| United States Persons | 273.0 | |
| Total | 1,730 | 1,631.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845843] | |
| 13F-NT | [0001845843] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (98 non-US) |
| Serves | Retail |
| LEI | NONE |
| Comparable Firms | State | AUM |
|---|---|---|
|
Citrin Cooperman Wealth Management LLC
✚
|
NY | 1,699.4 M |
|
Advyzon Investment Management LLC
✚
|
IL | 1,675.8 M |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1,641.2 M |
|
Rodgers & Associates LLC
✚
|
PA | 1,630.3 M |
|
Telos Capital Management Inc
✚
|
CA | 1,625.2 M |
|
The Nemes Rush Group LLC
✚
|
MI | 1,619.8 M |
|
Bloom Advisors Inc
✚
|
MI | 1,618.4 M |
|
The Gleason Group Inc
✚
|
KY | 1,609.0 M |
|
Financial Plan Inc
✚
|
WA | 1,604.7 M |
|
Planning Alternatives Ltd
✚
|
MI | 1,541.4 M |