Benedetti and Gucer Inc
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Benedetti and Gucer Inc
|
| CRD # | 166911 |
| SEC # | 801-111069 |
| CIK # | 0001859474 |
| AUM |
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| Employees |
22 (59% Investors, 18% Brokers)
|
| Phone | 404-602-0034 |
| Address | 7000 Peachtree Dunwoody Rd NE
Atlanta, GA 30328 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
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Total AUM ($M)
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
696
|
186.5 |
| (b) Individuals (high net worth individuals) |
123
|
270.0 |
| (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 |
31 |
106.7 |
| (h) Charitable organizations |
0 |
0.0 |
| (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 |
11 |
9.0 |
| (n) Other |
0 |
0.0 |
| Total |
2,314 |
572.3 |
| By Discretionary |
| Discretionary |
2,314 |
572.3 |
| Non-Discretionary |
0 |
0.0 |
| Total |
2,314 |
572.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
5.7 |
| United States Persons |
|
566.6 |
| Total |
2,314 |
572.3 |
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