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Adviser Profile

As of Date 02/23/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 07/29/1983
AUM* 1,064,772,153 17.92%
of that, discretionary 1,064,772,153 17.92%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,960,906 20.09%
% High Net Worth 78.00% 0.69%
SMA’s Yes
Private Funds 0
Contact Info 412 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

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

Discretionary
Non-discretionary
1B 905M 754M 603M 452M 302M 151M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$316,313,389 % Position31.00% $ Change0.00% # Change0.00%
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$209,999,640 % Position20.00% $ Change0.00% # Change5593.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$148,421,588 % Position14.00% $ Change0.00% # Change0.00%
Stck Ticker742718109 Stock NamePROCTER AND GAMBLE CO $ Position$64,417,827 % Position6.00% $ Change0.00% # Change0.00%
Stck Ticker615369105 Stock NameMOODYS CORP $ Position$61,511,071 % Position6.00% $ Change0.00% # Change0.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$59,325,009 % Position6.00% $ Change0.00% # Change0.00%
Stck Ticker458140100 Stock NameINTEL CORP $ Position$19,764,331 % Position2.00% $ Change0.00% # Change0.00%
Stck Ticker907818108 Stock NameUNION PAC CORP $ Position$15,789,763 % Position2.00% $ Change0.00% # Change0.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$15,114,242 % Position1.00% $ Change0.00% # Change0.00%
Stck TickerG5960L103 Stock NameMEDTRONIC PLC $ Position$13,118,114 % Position1.00% $ Change0.00% # Change0.00%

Brochure Summary