⚲
|
Asset Management Advisors LLC
✚
| |
---|---|
CRD # | 111309 |
SEC # | 801-56554 |
CIK # | 0001596355, 0001756695, 0001054233 |
AUM | $171.4 MM (2024-02-29) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 405-842-1881 |
Address | 6307 Waterford Blvd Oklahoma City, OK 73118-1117 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 9.6 | |
NEE | 150,166.4 | 8.1 | |
LEN | 20,607.5 | 8.0 | |
WMB | 38,659.7 | 7.6 | |
OXY | 57,834.1 | 7.4 | |
BN | 7.0 | ||
ALLY | 11,145.1 | 6.6 | |
MU | 64,610.3 | 5.3 | |
VRSN | 17,993.8 | 5.1 | |
VZ | 211,914.0 | 5.0 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 65 | 16.0 |
(b) Individuals (high net worth individuals) | 35 | 154.5 |
(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 | 0 | 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 | 1 | 0.9 |
(n) Other | 0 | 0.0 |
Total | 236 | 171.4 |
By Discretionary | ||
Discretionary | 236 | 171.4 |
Non-Discretionary | 0 | 0.0 |
Total | 236 | 171.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 171.4 | |
Total | 236 | 171.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001054233] | |
13F-HR | [0001596355] | |
13F-HR | [0001756695] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Alpha ZERO LLC
✚
|
FL | 0.2 |
Vivid Wealth Management LLC
✚
|
IA | 0.2 |
Monaco Capital Management LLC
✚
|
VA | 0.2 |
Everest Wealth Management LLC
✚
|
KS | 0.2 |
Inman Wealth Management LLC
✚
|
MS | 0.2 |
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
J P Davis Inc
✚
|
AZ | 0.2 |
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
Golden Bell Financial Planning LLC
✚
|
GA | 0.2 |
Royal Oak Financial Group
✚
|
OH | 0.2 |