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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Adviceone Advisory Services LLC
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| CRD # | 111614 |
| SEC # | 801-62125 |
| CIK # | 0001998980 |
| AUM | $1.7 B (2025-03-25) |
| Employees | 55 (31% Investors, 0% Brokers) |
| Phone | 860-659-4900 |
| Address | 100 Western Boulevard Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 81.0 | ||
| Carrier Global Corp | 17.0 | ||
| Otis Worldwide Corp | 14.2 | ||
| Tesla Motors Inc | 6.4 | ||
| Apple Inc | 2.8 | ||
| Lincoln Electric Holdings Inc | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Microsoft Corp | 0.9 | ||
| General Electric Co | 0.7 | ||
| Exxon Mobil Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 267.7 |
| (b) Individuals (high net worth individuals) | 685 | 1,391.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 4,511 | 1,662.2 |
| By Discretionary | ||
| Discretionary | 4,511 | 1,662.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,511 | 1,662.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,662.2 | |
| Total | 4,511 | 1,662.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001998980] |
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|---|---|---|
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Citrin Cooperman Wealth Management LLC
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NY | 1.6 |
|
Young Richard C & Co Ltd
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|
RI | 1.6 |
|
Blue Chip Partners LLC
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MI | 1.5 |