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| Alley Investment Management Company LLC
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|---|---|
| CRD # | 317544 |
| SEC # | 801-122856 |
| CIK # | 0001569141, 0001917618 |
| AUM | $843.7 M (2025-03-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 847-482-0938 |
| Address | 272 Market Square Lake Forest, IL 60045 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 37.3 | ||
| Microsoft Corp | 30.5 | ||
| Philip Morris International Inc | 29.4 | ||
| Ameriprise Financial Inc | 28.4 | ||
| Apple Inc | 27.8 | ||
| Paychex Inc | 23.5 | ||
| BlackRock Inc | 23.0 | ||
| AbbVie Inc | 21.9 | ||
| Costco Wholesale Corp /NEW | 21.3 | ||
| Amazon Com Inc | 20.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 17.2 |
| (b) Individuals (high net worth individuals) | 119 | 777.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 14.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 34.6 |
| (n) Other | 0 | 0.0 |
| Total | 455 | 843.7 |
| By Discretionary | ||
| Discretionary | 455 | 843.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 455 | 843.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 843.7 | |
| Total | 455 | 843.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569141] | |
| 13F-HR | [0001917618] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morris & Wells Wealth Management
✚
|
VA | 0.8 |
|
Lafayette Investments Inc
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|
MD | 0.8 |
|
Lantz Financial LLC
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|
IL | 0.8 |
|
NS Management Ltd
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0.8 | |
|
Walter & Keenan Wealth Management LLC
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|
IN | 0.8 |
|
Integrity Fixed Income Management LLC
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|
FL | 0.8 |
|
Fiduciary Benefits Group
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|
0.8 | |
|
Donald L Hagan LLC
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|
FL | 0.8 |
|
BRIO Consultants LLC
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|
CA | 0.8 |
|
Wahed Invest LLC
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|
NY | 0.8 |