|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Apriem Advisors
✚
|
|
|---|---|
| CRD # | 108188 |
| SEC # | 801-55371 |
| CIK # | 0001425165 |
| AUM | $1.2 B (2025-03-26) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 949-253-8888 |
| Address | 19200 von Karman Avenue Irvine, CA 92612 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 47.6 | ||
| Amazon Com Inc | 24.8 | ||
| Alphabet Inc | 20.7 | ||
| Microsoft Corp | 19.3 | ||
| Exxon Mobil Corp | 15.1 | ||
| J P Morgan Chase & Co | 13.0 | ||
| Walt Disney Co | 10.8 | ||
| Goldman Sachs Group Inc | 10.8 | ||
| Lam Research Corp | 9.8 | ||
| Autodesk Inc | 9.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 663 | 266.9 |
| (b) Individuals (high net worth individuals) | 299 | 866.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 23.5 |
| (h) Charitable organizations | 5 | 72.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,597 | 1,229.1 |
| By Discretionary | ||
| Discretionary | 2,593 | 1,217.3 |
| Non-Discretionary | 4 | 11.8 |
| Total | 2,597 | 1,229.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.4 | |
| United States Persons | 1,215.7 | |
| Total | 2,597 | 1,229.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001425165] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinkerton Wealth LLC
✚
|
ID | 1.3 |
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |
|
Wright Investors Service Inc
✚
|
CT | 1.2 |
|
Balefire LLC
✚
|
TX | 1.2 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.2 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.2 |
|
Payne Capital Management LLC
✚
|
NY | 1.2 |