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| Happy Holidays!! thanks for using AUM13F!! |
| 1834 Investment Advisors Co
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| CRD # | 105435 |
| SEC # | 801-11335 |
| CIK # | 0001138486 |
| AUM | $1.0 B (2025-04-11) |
| Employees | 25 (64% Investors, 4% Brokers) |
| Phone | 414-615-1012 |
| Address | 511 N Broadway Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001138486 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 25.3 | ||
| Apple Inc | 20.8 | ||
| AT&T Inc | 14.0 | ||
| Kinder Morgan Inc | 11.4 | ||
| Broadcom Inc | 9.6 | ||
| Virtu Financial Inc | 9.5 | ||
| Verizon Communications Inc | 9.3 | ||
| Ally Financial Inc | 9.3 | ||
| Kroger Co | 9.1 | ||
| SPDR Gold Trust | 8.8 | ||
| Cabot Oil & Gas Corp | 8.8 | ||
| CVS Caremark Corp | 8.3 | ||
| BB&T Corp | 8.1 | ||
| CNH Industrial NV | 7.9 | ||
| Altria Group Inc | 7.9 | ||
| Alphabet Inc | 7.9 | ||
| Citigroup Inc | 7.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 77.5 |
| (b) Individuals (high net worth individuals) | 224 | 930.1 |
| (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 | 18 | 24.8 |
| (h) Charitable organizations | 6 | 2.0 |
| (i) State or municipal government entities | 1 | 0.4 |
| (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 | 924 | 1,034.7 |
| By Discretionary | ||
| Discretionary | 924 | 1,034.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 924 | 1,034.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,034.7 | |
| Total | 924 | 1,034.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001138486] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arlington Financial Advisors LLC
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|
CA | 1.0 |
|
Hill Investment Group Partners LLC
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|
MO | 1.0 |
|
Inspire Advisors LLC
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ID | 1.0 |
|
Triasima Portfolio Management Inc
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|
1.0 | |
|
The de Burlo Group Inc
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|
MA | 1.0 |
|
Topsail Wealth Management LLC
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|
NC | 1.0 |
|
Strategic Wealth Group Registered Investment Advisor LLC
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|
MN | 1.0 |
|
Greystone Financial Group LLC
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|
MI | 1.0 |
|
Cohalo Advisory LLC
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|
WA | 1.0 |
|
Towneley Capital Management Inc
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|
CA | 1.0 |