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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Autumn Glory Partners LLC
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| CRD # | 288250 |
| SEC # | 801-110630 |
| CIK # | 0001911621 |
| AUM | $552.9 M (2025-03-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 214-378-1212 |
| Address | 8235 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Oneok Inc /New/ | 6.6 | ||
| Franco Nevada Corp | 4.3 | ||
| Unilever PLC | 3.9 | ||
| Walt Disney Co | 3.9 | ||
| Williams Companies Inc | 3.8 | ||
| Alphabet Inc | 3.7 | ||
| Johnson & Johnson | 3.6 | ||
| Oracle Corp | 3.6 | ||
| Medtronic Holdings Ltd | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 1.2 |
| (b) Individuals (high net worth individuals) | 37 | 498.5 |
| (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 | 6 | 47.0 |
| (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 | 7 | 5.7 |
| (n) Other | 1 | 0.5 |
| Total | 164 | 552.9 |
| By Discretionary | ||
| Discretionary | 164 | 552.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 164 | 552.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 552.9 | |
| Total | 164 | 552.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911621] |
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FL | 0.6 |
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Phoenix Wealth Advisors Inc
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