Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/29/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 |
of those in investment advisory functions | 4 |
Registration | SEC, Approved, 05/17/1995 |
AUM* | 386,427,727 3.39% |
of that, discretionary | 386,427,727 3.39% |
Private Fund GAV* | 0 |
Avg Account Size | 38,642,773 13.73% |
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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---|---|---|---|---|---|
Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$6,805,607 | % Position2.00% | $ Change-29.00% | # Change-38.00% |
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Stck Ticker504922105 | Stock NameLABCORP HOLDINGS | $ Position$2,041,177 | % Position1.00% | $ Change1723.00% | # Change1677.00% |
Stck Ticker548661107 | Stock NameLOWES COS INC. | $ Position$2,202,196 | % Position1.00% | $ Change40.00% | # Change53.00% |
Stck Ticker58933Y105 | Stock NameMERCK & CO. INC. | $ Position$3,410,970 | % Position1.00% | $ Change5.00% | # Change20.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$3,299,505 | % Position1.00% | $ Change-60.00% | # Change-64.00% |
Stck Ticker006175203 | Stock NameDBS GROUP HOLDINGS LTD | $ Position$1,983,777 | % Position1.00% | $ Change | # Change |
Stck Ticker00BD6K457 | Stock NameCOMPASS GROUP PLC | $ Position$2,650,441 | % Position1.00% | $ Change100.00% | # Change93.00% |
Stck Ticker26875P101 | Stock NameEOG RESOURCES INC. | $ Position$2,145,150 | % Position1.00% | $ Change-8.00% | # Change-8.00% |
Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP. | $ Position$2,608,572 | % Position1.00% | $ Change13.00% | # Change23.00% |