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Asset Management Advisors LLC
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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) |
---|
CIK | Period |
---|---|
0001596355 0001756695 0001054233 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 9.6 | |
FPL Group Inc | 150,166.4 | 8.1 | |
Lennar Corp /New/ | 20,607.5 | 8.0 | |
Williams Companies Inc | 38,659.7 | 7.6 | |
Occidental Petroleum Corp /DE/ | 57,834.1 | 7.4 | |
Brookfield Asset Management Inc | 7.0 | ||
Ally Financial Inc | 11,145.1 | 6.6 | |
Micron Technology Inc | 64,610.3 | 5.3 | |
Verisign Inc/Ca | 17,993.8 | 5.1 | |
Verizon Communications Inc | 211,914.0 | 5.0 | |
Bank of America Corp /DE/ | 278,315.2 | 4.5 | |
Snowflake Inc | 45,730.1 | 4.0 | |
Carmax Inc | 15,067.5 | 3.8 | |
Brookfield Renewable Corp | 6,098.5 | 2.4 | |
Southern Co | 75,035.5 | 0.2 | |
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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] |
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