other names
  • BAXTER INVESTMENT MANAGEMENT
  • BAXTER BROTHERS INC.

Adviser Profile

As of Date 03/24/2025
ADV Location RIVERSIDE, CT, United States
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration SEC, Approved, 05/01/1959
Other registrations (1)
AUM* 1,008,336,559 50%
of that, discretionary 1,008,336,559 50%
Private Fund GAV* 0
Avg Account Size 977,070 35%
% High Net Worth 47.47% 131%
SMA’s Yes
Private Funds 0
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

858M 735M 613M 490M 368M 245M 123M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$68,545,583 % Position8.00% $ Change2.00% # Change-1.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$68,970,864 % Position8.00% $ Change3.00% # Change-1.00%
Stck Ticker461202103 Stock NameINTUIT $ Position$40,878,374 % Position5.00% $ Change-13.00% # Change0.00%
Stck Ticker30231G102 Stock NameEXXON MOBIL CORP $ Position$31,238,330 % Position4.00% $ Change6.00% # Change1.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$33,541,462 % Position4.00% $ Change33.00% # Change-3.00%
Stck Ticker92826C839 Stock NameVISA INC $ Position$32,793,596 % Position4.00% $ Change-6.00% # Change-2.00%
Stck Ticker907818108 Stock NameUNION PAC CORP $ Position$22,909,816 % Position3.00% $ Change-3.00% # Change-6.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO. $ Position$24,953,865 % Position3.00% $ Change13.00% # Change4.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$25,971,605 % Position3.00% $ Change39.00% # Change1.00%
Stck Ticker053015103 Stock NameAUTOMATIC DATA PROCESSING IN $ Position$24,374,881 % Position3.00% $ Change0.00% # Change5.00%

Brochure Summary