Asset Management Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Asset Management Advisors LLC
CRD #111309
SEC #801-56554
CIK #1596355
AUM $137.5 MM (100% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Phone405-842-1881
Address6307 Waterford Blvd
Oklahoma City, OK 73118-1117
Source [IAPD] [EDGAR]
Total AUM ($MM)
200160120804002000200620132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.07.5
LSXMK13,260.06.7
BAC279,520.06.3
LBTYK18,030.05.6
BK49,490.05.3
LEN15,700.05.2
USG6,040.05.0
WHR8,690.04.8
GM54,430.04.8
WFC226,380.03.8
View All
Holdings by Sector ($)
0.10.10.10.00.00.02014201620182020
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Arista Wealth Advisors Ltd
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Kondo Wealth Advisors LLC
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New Potomac Partners LLC
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The Retirement Planning Specialists LLC
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Joseph P Lucia & Associates LLC
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Murphy Wealth Management Group LLC
NY 0.1
Sandra L White DBA Green/White Advisors
TX 0.1
Mary E Baldwin CFP Professional Association
FL 0.1
Adirondack Retirement Specialists Inc
NY 0.1
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