Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 09/25/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 |
of those in investment advisory functions | 3 |
Registration | SEC, Approved, 11/24/1982 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$14,246,722 | % Position8.00% | $ Change-13.00% | # Change-2.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$10,535,488 | % Position6.00% | $ Change-11.00% | # Change-1.00% |
Stck Ticker64110L106 | Stock NameNETFLIX INC | $ Position$6,641,479 | % Position4.00% | $ Change2.00% | # Change-2.00% |
Stck Ticker571748102 | Stock NameMARSH & MCLENNAN COS INC | $ Position$6,042,427 | % Position3.00% | $ Change13.00% | # Change-2.00% |
Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$5,096,075 | % Position3.00% | $ Change-17.00% | # Change-1.00% |
Stck Ticker808513105 | Stock NameSCHWAB CHARLES CORP | $ Position$4,466,892 | % Position3.00% | $ Change6.00% | # Change0.00% |
Stck Ticker808524862 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,446,431 | % Position3.00% | $ Change1.00% | # Change-1.00% |
Stck Ticker883556102 | Stock NameTHERMO FISHER SCIENTIFIC INC | $ Position$4,977,493 | % Position3.00% | $ Change-5.00% | # Change0.00% |
Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$5,345,175 | % Position3.00% | $ Change-19.00% | # Change-1.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$4,752,517 | % Position3.00% | $ Change-19.00% | # Change-1.00% |