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| Happy Holidays!! thanks for using AUM13F!! |
| Aufman Associates Inc
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| CRD # | 104622 |
| SEC # | 801-19122 |
| CIK # | 0001801573 |
| AUM | $863.2 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 724-934-5600 |
| Address | 2200 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 10.2 | ||
| Minerals Technologies Inc | 2.1 | ||
| Apple Inc | 2.0 | ||
| Crown Castle International Corp | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Exxon Mobil Corp | 1.0 | ||
| HJ Heinz Holding Corp | 1.0 | ||
| Perkinelmer Inc | 0.9 | ||
| Broadcom Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 39.9 |
| (b) Individuals (high net worth individuals) | 163 | 813.4 |
| (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 | 9.9 |
| (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 | 248 | 863.2 |
| By Discretionary | ||
| Discretionary | 248 | 863.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 248 | 863.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 861.4 | |
| Total | 248 | 863.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801573] |
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|---|---|---|
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Lugano Financial Advisors Sa
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0.9 | |
|
Maryland Financial Group Inc
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0.9 | |
|
The Pacific Center for Financial Services
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CA | 0.9 |
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Altiora Financial Group LLC
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CA | 0.9 |
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Pettyjohn Wood & White Inc
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VA | 0.9 |
|
Baseline Wealth Management Ltd
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|
0.9 | |
|
Jamison Private Wealth Management Inc
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|
GA | 0.9 |
|
Avion Wealth LLC
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|
TX | 0.8 |
|
JLB & Associates Inc
✚
|
MI | 0.8 |