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| 1834 Investment Advisors Co
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| |
|---|---|
| CRD # | 105435 |
| SEC # | 801-11335 |
| CIK # | 0001138486 |
| AUM | $1.1 BB (2024-03-15) |
| Employees | 28 (61% Investors, 25% Brokers) |
| Phone | 414-615-1012 |
| Address | 511 N Broadway Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 27.8 | |
| AAPL | 2,382,844.0 | 27.7 | |
| T | 147,547.0 | 11.3 | |
| VZ | 211,914.0 | 10.7 | |
| CTRA | 22,312.7 | 9.5 | |
| KMI | 39,000.5 | 9.0 | |
| GOOGL | 1,475,138.5 | 8.9 | |
| MRK | 232,371.9 | 8.9 | |
| GLD | 8.9 | ||
| PFE | 284,248.0 | 8.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 88.1 |
| (b) Individuals (high net worth individuals) | 219 | 981.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 26.9 |
| (h) Charitable organizations | 7 | 15.1 |
| (i) State or municipal government entities | 4 | 5.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 1,117.2 |
| By Discretionary | ||
| Discretionary | 1,077 | 1,117.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,077 | 1,117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,117.2 | |
| Total | 1,077 | 1,117.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001138486] |
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|---|---|---|
|
Petersen Hastings Investment Management Inc
✚
|
WA | 1.1 |
|
Allie Family Office LLC
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NY | 1.1 |
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Ascent Wealth Partners LLC
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NY | 1.1 |
|
RVW Wealth LLC
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CA | 1.1 |
|
Petredis Investment Advisors LLC
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PA | 1.1 |
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Greene Wealth Management LLC
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WA | 1.1 |