⚲
|
Azimuth Capital Investment Management LLC
✚
| |
---|---|
CRD # | 319062 |
SEC # | 801-123448 |
CIK # | 0001942364, 0001352512 |
AUM | $3.4 BB (2024-03-27) |
Employees | 23 (43% Investors, 0% Brokers) |
Phone | 248-433-4000 |
Address | 200 East Long Lake Road Bloomfield Hills, MI 48304 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
NVDA | 399.6 | 0.1 | |
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
MRK | 232.4 | 0.1 | |
GOOGL | 1,475.1 | 0.1 | |
AMZN | 1,093.0 | 0.0 | |
AVGO | 201.3 | 0.0 | |
LLY | 301.8 | 0.0 | |
APH | 38.6 | 0.0 | |
META | 434.9 | 0.0 | |
View All |
Holdings by Sector ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 54 | 0.0 |
(b) Individuals (high net worth individuals) | 316 | 3.0 |
(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 | 7 | 0.0 |
(h) Charitable organizations | 16 | 0.2 |
(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 | 6 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,537 | 3.4 |
By Discretionary | ||
Discretionary | 1,531 | 3.1 |
Non-Discretionary | 6 | 0.2 |
Total | 1,537 | 3.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.4 | |
Total | 1,537 | 3.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001352512] | |
13F-HR | [0001942364] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Nations Financial Group Inc
✚
|
IA | 3.4 |
JFS Wealth Advisors LLC
✚
|
PA | 3.4 |
Essex Financial Services Inc
✚
|
CT | 3.4 |
Advisor Partners II LLC
✚
|
CA | 3.4 |
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 3.4 |
Cambiar Investors LLC
✚
|
CO | 3.4 |
Systematic Financial Management LP
✚
|
NJ | 3.4 |
Accredited Investors Inc
✚
|
MN | 3.4 |
Botty Investors LLC
✚
|
FL | 3.3 |
Schechter Investment Advisors LLC
✚
|
MI | 3.3 |