|
⚲
|
| Keyboard |
| Beese Fulmer Investment Management Inc
✚
|
|
|---|---|
| CRD # | 109882 |
| SEC # | 801-15485 |
| CIK # | 0000911274 |
| AUM | 2,057.3 M (2026-03-17) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 330-454-6555 |
| Address | 4334 Munson Street NW Canton, OH 44718 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000911274 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 81.8 | ||
| Microsoft Corp | 53.1 | ||
| Broadcom Inc | 52.1 | ||
| Alphabet Inc | 43.8 | ||
| Amazon Com Inc | 39.4 | ||
| Alphabet Inc | 35.1 | ||
| United Technologies Corp /DE/ | 34.0 | ||
| Johnson & Johnson | 33.2 | ||
| Mastercard Inc | 33.2 | ||
| Costco Wholesale Corp /NEW | 31.3 | ||
| Denali Holding Inc | 28.9 | ||
| TJX Companies Inc /DE/ | 28.7 | ||
| J P Morgan Chase & Co | 27.8 | ||
| O Reilly Automotive Inc | 27.1 | ||
| KLA Tencor Corp | 25.6 | ||
| Cummins Inc | 23.6 | ||
| Goldman Sachs Group Inc | 21.9 | ||
| Nvidia Corp | 21.9 | ||
| Facebook Inc | 21.2 | ||
| Netflix Inc | 20.5 | ||
| Chevron Corp | 20.3 | ||
| Ace Ltd | 20.0 | ||
| Philip Morris International Inc | 19.7 | ||
| Micron Technology Inc | 18.7 | ||
| Arista Networks Inc | 18.6 | ||
| Eaton Corp Ltd | 18.5 | ||
| Procter & Gamble Co | 17.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 0.3 |
| (b) Individuals (high net worth individuals) | 342 | 1.6 |
| (c) Banking or thrift institutions | 3 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,044 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,031 | 2.1 |
| Non-Discretionary | 13 | 0.0 |
| Total | 2,044 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,044 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000911274] | |
| SC 13G | [0000911274] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fiduciary Advisors Inc
✚
|
MO | 2,104.9 M |
|
Navy Federal Investment Services LLC
✚
|
VA | 2,100.1 M |
|
First Heartland Consultants Inc
✚
|
MO | 2,085.9 M |
|
Hub Investment Advisors Inc
✚
|
NE | 2,073.7 M |
|
Ellenbecker Investment Group Inc
✚
|
WI | 2,062.7 M |
|
Natural Investments Pbllc
✚
|
2,049.9 M | |
|
Alpen Partners International AG
✚
|
2,030.5 M | |
|
Pronvest LLC DBA Future Capital
✚
|
TN | 2,015.8 M |
|
Physician Wealth Advisors Inc
✚
|
UT | 2,006.6 M |
|
Stack Financial Management Inc
✚
|
MT | 1,992.2 M |