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| Aldebaran Financial Inc
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| |
|---|---|
| CRD # | 105741 |
| SEC # | 801-31093 |
| CIK # | 0001353110 |
| AUM | $172.6 MM (2024-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 423-239-7535 |
| Address | 200 Colonial Heights Road Kingsport, TN 37663 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.2 | |
| FTNT | 45,169.3 | 4.7 | |
| MSFT | 1,918,222.4 | 3.2 | |
| NVDA | 399,550.0 | 2.6 | |
| WM | 61,816.0 | 2.3 | |
| PG | 338,108.9 | 2.2 | |
| JPM | 340,169.2 | 2.2 | |
| GOOG | 1,482,566.4 | 1.8 | |
| WMT | 335,434.5 | 1.4 | |
| META | 434,852.0 | 1.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 547 | 74.9 |
| (b) Individuals (high net worth individuals) | 33 | 83.7 |
| (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 | 10 | 14.0 |
| (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 | 590 | 172.6 |
| By Discretionary | ||
| Discretionary | 590 | 172.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 590 | 172.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.6 | |
| Total | 590 | 172.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001353110] |
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|---|---|---|
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MI | 0.2 |
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KS | 0.2 |
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