|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Beese Fulmer Investment Management Inc
✚
|
|
|---|---|
| CRD # | 109882 |
| SEC # | 801-15485 |
| CIK # | 0000911274 |
| AUM | $1.6 B (2025-06-13) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 330-454-6555 |
| Address | 4334 Munson Street NW Canton, OH 44718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 69.9 | ||
| Apple Inc | 65.3 | ||
| Broadcom Inc | 47.7 | ||
| Amazon Com Inc | 39.6 | ||
| Mastercard Inc | 37.7 | ||
| Costco Wholesale Corp /NEW | 30.2 | ||
| J P Morgan Chase & Co | 27.3 | ||
| Netflix Inc | 26.9 | ||
| Alphabet Inc | 26.9 | ||
| O Reilly Automotive Inc | 26.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 124.9 |
| (b) Individuals (high net worth individuals) | 303 | 1,323.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 21.8 |
| (g) Pension and profit sharing plans | 9 | 24.7 |
| (h) Charitable organizations | 7 | 64.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 24.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,257 | 1,584.3 |
| By Discretionary | ||
| Discretionary | 1,257 | 1,584.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,257 | 1,584.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,584.3 | |
| Total | 1,257 | 1,584.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000911274] | |
| SC 13G | [0000911274] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bensler LLC
✚
|
WA | 1.6 |
|
Midwestern Securities Trading Company LLC
✚
|
IL | 1.6 |
|
Meyers Wealth Management LLC
✚
|
OH | 1.6 |
|
Berman McAleer LLC
✚
|
MD | 1.6 |
|
IAG Wealth Partners LLC
✚
|
WI | 1.6 |
|
Quest Investment Management LLC
✚
|
OR | 1.6 |
|
Raymond James USA Ltd
✚
|
1.5 | |
|
ISC Advisors Inc
✚
|
TX | 1.5 |
|
Flexible Plan Investments Ltd
✚
|
MI | 1.5 |
|
Clarity Financial LLC
✚
|
TX | 1.5 |