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| Andrew Hill Investment Advisors Inc
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| |
|---|---|
| CRD # | 141590 |
| SEC # | 801-121563 |
| CIK # | 0001897071 |
| AUM | $172.7 MM (2024-07-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 239-450-3999 |
| Address | 4089 9th St North Naples, FL 34103 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 8.0 | |
| NVDA | 399,550.0 | 7.0 | |
| AAPL | 2,382,844.0 | 7.0 | |
| JPM | 340,169.2 | 5.4 | |
| GRMN | 18,961.0 | 5.1 | |
| AMZN | 1,092,997.8 | 4.8 | |
| NEE | 150,166.4 | 4.6 | |
| LLY | 301,789.7 | 4.4 | |
| OKE | 25,448.2 | 4.3 | |
| VRTX | 70,632.1 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 17.1 |
| (b) Individuals (high net worth individuals) | 41 | 133.4 |
| (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 | 7 | 5.4 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 7.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 172.7 |
| By Discretionary | ||
| Discretionary | 395 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 395 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 395 | 172.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001897071] |
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