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| Happy Holidays!! thanks for using AUM13F!! |
| Bassett Hargrove Investment Counsel LLC
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|---|---|
| CRD # | 133580 |
| SEC # | 801-121602 |
| CIK # | 0001875995 |
| AUM | $114.9 M (2025-03-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 610-388-7803 |
| Address | 116 Commons Court Chadds Ford, PA 19317 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.5 | ||
| Applied Materials Inc /DE | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Advanced Micro Devices Inc | 1.8 | ||
| Deere & Co | 1.8 | ||
| McDonalds Corp | 1.4 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Boeing Co | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 9.1 |
| (b) Individuals (high net worth individuals) | 25 | 103.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 114.9 |
| By Discretionary | ||
| Discretionary | 51 | 114.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 114.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.9 | |
| Total | 51 | 114.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001875995] |
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