Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/20/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 |
of those in investment advisory functions | 4 |
Registration | SEC, Approved, 05/17/1995 |
AUM* | 372,543,618 -0.33% |
of that, discretionary | 372,543,618 -0.33% |
Private Fund GAV* | 0 |
Avg Account Size | 37,254,362 9.64% |
SMA’s | Yes |
Private Funds | 0 |
Contact Info | 212 xxxxxxx |
Websites |
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
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---|---|---|---|---|---|
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Stck Ticker007110753 | Stock NameHOLCIM LTD | $ Position$2,296,411 | % Position1.00% | $ Change11.00% | # Change0.00% |
Stck Ticker437076102 | Stock NameHOME DEPOT INC. | $ Position$1,938,732 | % Position1.00% | $ Change-6.00% | # Change0.00% |
Stck Ticker504922105 | Stock NameLABCORP HOLDINGS | $ Position$2,071,619 | % Position1.00% | $ Change1.00% | # Change0.00% |
Stck Ticker26875P101 | Stock NameEOG RESOURCES INC. | $ Position$2,244,200 | % Position1.00% | $ Change5.00% | # Change0.00% |
Stck Ticker548661107 | Stock NameLOWES COS INC. | $ Position$2,081,111 | % Position1.00% | $ Change-5.00% | # Change0.00% |
Stck Ticker617446448 | Stock NameMORGAN STANLEY | $ Position$2,706,744 | % Position1.00% | $ Change-7.00% | # Change0.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP. | $ Position$2,759,116 | % Position1.00% | $ Change-11.00% | # Change0.00% |