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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Dedication LLC
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| CRD # | 151988 |
| SEC # | 801-71892 |
| CIK # | 0001475896 |
| AUM | $2.6 B (2025-04-09) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 866-535-0897 |
| Address | 220 Montgomery Street San Francisco, CA 94104-3475 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.3 | ||
| Microsoft Corp | 19.1 | ||
| Nvidia Corp | 18.1 | ||
| Amazon Com Inc | 10.5 | ||
| Broadcom Inc | 10.2 | ||
| Netflix Inc | 10.1 | ||
| J P Morgan Chase & Co | 10.0 | ||
| American Express Co | 7.9 | ||
| Wal Mart Stores Inc | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,220 | 0.5 |
| (b) Individuals (high net worth individuals) | 779 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,002 | 2.6 |
| By Discretionary | ||
| Discretionary | 2,002 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,002 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,002 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001475896] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Capital Management Inc
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|
NY | 2.6 |
|
Trilogy Capital Inc
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|
CA | 2.6 |
|
Emerald Advisers LLC
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|
PA | 2.6 |
|
Gibson Capital LLC
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|
PA | 2.6 |
|
Lutz Financial Services LLC
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|
NE | 2.6 |
|
Aaron Wealth Advisors LLC
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|
IL | 2.6 |
|
Fairway Wealth LLC
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|
OH | 2.6 |
|
Obermeyer Wood Investment Counsel LLLP
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|
CO | 2.6 |
|
Winthrop Advisory Group LLC
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|
MA | 2.6 |
|
Barwick & Partners Inc
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|
WA | 2.6 |