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⚲
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| Aufman Associates Inc
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|
|
|---|---|
| CRD # | 104622 |
| SEC # | 801-19122 |
| CIK # | 0001801573 |
| AUM | $808.4 MM (2024-03-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 724-934-5600 |
| Address | 2200 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| STX | 15,664.3 | 10.2 | |
| MTX | 2,026.4 | 2.9 | |
| CCI | 73,004.8 | 2.1 | |
| RVTY | 1.7 | ||
| GOOG | 1,482,566.4 | 1.6 | |
| AAPL | 2,382,844.0 | 1.6 | |
| MSFT | 1,918,222.4 | 1.1 | |
| XOM | 385,508.3 | 0.8 | |
| MRNA | 56,557.4 | 0.8 | |
| ABBV | 269,466.6 | 0.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 40.5 |
| (b) Individuals (high net worth individuals) | 154 | 758.4 |
| (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 | 9.6 |
| (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 | 240 | 808.4 |
| By Discretionary | ||
| Discretionary | 240 | 808.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 240 | 808.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 806.6 | |
| Total | 240 | 808.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801573] |
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|---|---|---|
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TX | 0.8 |
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TX | 0.8 |
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IL | 0.8 |
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