| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 12/09/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 02/13/1986 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$12,432 | % Position9.00% | $ Change-9.00% | # Change2.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$9,723 | % Position7.00% | $ Change-10.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA Corp | $ Position$5,938 | % Position4.00% | $ Change-18.00% | # Change2.00% |
| Stck Ticker053015103 | Stock NameAutomatic Data Processing Inc | $ Position$3,538 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway Inc B | $ Position$3,722 | % Position3.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc A | $ Position$4,395 | % Position3.00% | $ Change-18.00% | # Change1.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc | $ Position$4,402 | % Position3.00% | $ Change-10.00% | # Change4.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms | $ Position$3,983 | % Position3.00% | $ Change2.00% | # Change4.00% |
| Stck Ticker92826C839 | Stock NameVisa Inc Class A | $ Position$3,984 | % Position3.00% | $ Change12.00% | # Change1.00% |
| Stck Ticker00287Y109 | Stock NameAbbVie Inc | $ Position$2,277 | % Position2.00% | $ Change24.00% | # Change5.00% |