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⚲
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| Auxano Advisors LLC
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|
|
|---|---|
| CRD # | 145179 |
| SEC # | 801-68424 |
| CIK # | 0001811491 |
| AUM | $1.0 BB (2023-03-30) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 425-889-1261 |
| Address | 10900 NE 4th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 31.6 | |
| AMZN | 1,092,997.8 | 19.3 | |
| COST | 207,576.9 | 15.8 | |
| PHYS | 14.6 | ||
| AAPL | 2,382,844.0 | 9.4 | |
| TSLA | 723,390.3 | 7.2 | |
| NVO | 245,328.6 | 4.2 | |
| GOOGL | 1,475,138.5 | 4.0 | |
| HD | 277,648.0 | 3.4 | |
| V | 419,260.5 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 137.4 |
| (b) Individuals (high net worth individuals) | 171 | 835.7 |
| (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 | 5 | 35.5 |
| (h) Charitable organizations | 0 | 15.6 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,703 | 1,024.9 |
| By Discretionary | ||
| Discretionary | 1,609 | 974.7 |
| Non-Discretionary | 94 | 50.1 |
| Total | 1,703 | 1,024.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,024.5 | |
| Total | 1,703 | 1,024.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811491] |
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