AIMZ Investment Advisors LLC

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AIMZ Investment Advisors LLC
✚
CRD #155810
SEC #801-72721
CIK #0001630365
AUM 584.8 M (2026-03-23)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone650-988-1088
Address4984 El Camino Real, Suite 101
Los Altos, CA 94022
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
60048036024012002010201520212027
CIK Period
0001630365
Sector Form 13F Holdings Value ($M)
Apple Inc 23.0
Facebook Inc 14.3
Alphabet Inc 12.2
Alphabet Inc 11.4
Microsoft Corp 10.3
Vertex Pharmaceuticals Inc / Ma 8.9
Gilead Sciences Inc 8.5
Regeneron Pharmaceuticals Inc 7.3
Qualcomm Inc/DE 7.2
C H Robinson Worldwide Inc 6.7
Teva Pharmaceutical Industries Ltd 6.5
Incyte Corp 6.1
Wal Mart Stores Inc 5.7
NetApp Inc 5.6
Astrazeneca PLC 5.4
Expeditors International of Washington Inc 5.4
Cisco Systems Inc 5.1
Amgen Inc 4.5
Price T Rowe Group Inc 4.4
Genmab A/S 4.3
International Business Machines Corp 4.3
Cintas Corp 4.2
UnitedHealth Group Inc 4.1
Nice Systems Ltd 4.1
Euronet Worldwide Inc 4.1
Infosys Ltd 4.0
Nvidia Corp 3.8
Adobe Systems Inc 3.7
Johnson & Johnson 3.5
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 86 42.6
(b) Individuals (high net worth individuals) 122 514.9
(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 13 27.3
(h) Charitable organizations 0 0.0
(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 562 584.8
By Discretionary
Discretionary 561 582.9
Non-Discretionary 1 1.9
Total 562 584.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 584.8
Total 562 584.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001630365]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
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