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Appleton Partners Inc
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CRD # | 110049 |
SEC # | 801-29384 |
CIK # | 0001055290 |
AUM | $12.7 BB (2024-08-15) |
Employees | 58 (48% Investors, 0% Brokers) |
Phone | 617-338-0700 |
Address | One Post Office Square Boston, MA 02109 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
JPM | 340.2 | 0.0 | |
GOOG | 1,482.6 | 0.0 | |
AVGO | 201.3 | 0.0 | |
V | 419.3 | 0.0 | |
HD | 277.6 | 0.0 | |
TMO | 209.7 | 0.0 | |
MU | 64.6 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 310 | 0.3 |
(b) Individuals (high net worth individuals) | 482 | 1.8 |
(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 | 13 | 0.1 |
(i) State or municipal government entities | 1 | 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 | 0.0 |
(n) Other | 5,344 | 10.5 |
Total | 7,116 | 12.7 |
By Discretionary | ||
Discretionary | 7,116 | 12.7 |
Non-Discretionary | 0 | 0.0 |
Total | 7,116 | 12.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 12.6 | |
Total | 7,116 | 12.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001055290] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 13.2 |
American Portfolios Advisors Inc
✚
|
NY | 13.1 |
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
Stratos Wealth Partners Ltd
✚
|
OH | 12.5 |
First Horizon Advisors Inc
✚
|
TN | 12.4 |
Evercore Wealth Management LLC
✚
|
NY | 12.3 |
TD Private Client Wealth LLC
✚
|
NY | 12.3 |
Congress Asset Management Company LLP
✚
|
MA | 12.1 |
Principal Securities Inc
✚
|
IA | 12.1 |