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CAFR Data

Well DONE LLC ✚
CRD #	173736
SEC #	801-80687
CIK #
AUM	$1.0 BB (100% Disc, 100% US)
Employees	18 (89% Investors, 0% Brokers)
Phone	616-392-5332
Address	85 E 8th Street Holland, MI 49423
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($MM)

Sector	Holding	Cap ($MM)	Value ($MM)
	VLUE		33.8
	MTUM		27.5
	GNTX	5,360.0	15.3
	VOE		13.5
	IJR		8.7
	QUAL		7.2
	IJH		6.9
	ABBV	115,170.0	6.0
	CHFC	3,070.0	5.9
	IWN		5.8
View All

Holdings by Sector ($)

Comparable Firms	State	AUM ($BB)
Gryphon Financial Partners LLC ✚	OH	1.0
INR Advisory Services LLC ✚	PA	1.0
Hotchkiss Associates Inc ✚	IL	1.0
Kimball Consultants Inc ✚	TX	1.0
Mitchell Sinkler & Starr Inc ✚	PA	1.0
Nations Financial Group Inc ✚	IA	1.0
EARNEST Partners Ltd LLC ✚	MS	1.0
Cedar Brook Financial Partners LLC ✚	OH	1.0
Usonian Investments LLC ✚	IL	1.0
Pillar Pacific Capital Management LLC ✚	CA	1.0

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