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| Apriem Advisors
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| |
|---|---|
| CRD # | 108188 |
| SEC # | 801-55371 |
| CIK # | 0001425165 |
| AUM | $1.0 BB (2024-03-05) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 949-253-8888 |
| Address | 19200 von Karman Avenue Irvine, CA 92612 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 51.4 | |
| GOOGL | 1,475,138.5 | 23.8 | |
| AMZN | 1,092,997.8 | 18.8 | |
| REGN | 65,294.8 | 17.2 | |
| LMT | 111,953.9 | 15.6 | |
| AMT | 117,747.1 | 15.1 | |
| ADBE | 172,760.2 | 14.9 | |
| XOM | 385,508.3 | 14.6 | |
| RMD | 30,905.6 | 13.3 | |
| SNA | 10,734.1 | 13.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 223.4 |
| (b) Individuals (high net worth individuals) | 286 | 736.4 |
| (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 | 0 | 21.8 |
| (h) Charitable organizations | 5 | 68.1 |
| (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 | 2,467 | 1,049.7 |
| By Discretionary | ||
| Discretionary | 2,463 | 1,040.7 |
| Non-Discretionary | 4 | 8.9 |
| Total | 2,467 | 1,049.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.2 | |
| United States Persons | 1,030.4 | |
| Total | 2,467 | 1,049.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001425165] |
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