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Bigelow Investment Advisors LLC
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CRD # | 143733 |
SEC # | 801-67875 |
CIK # | 0001729516 |
AUM | $467.4 MM (2024-06-06) |
Employees | 8 (50% Investors, 0% Brokers) |
Phone | 207-772-2900 |
Address | 4 Moulton Street Portland, ME 04101 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 6.0 | |
MSFT | 1,918,222.4 | 5.1 | |
IAU | 4.2 | ||
NVDA | 399,550.0 | 3.3 | |
GOOGL | 1,475,138.5 | 2.8 | |
JNJ | 465,600.2 | 2.7 | |
UNH | 477,004.0 | 2.5 | |
GOOG | 1,482,566.4 | 2.4 | |
AXP | 107,077.6 | 2.3 | |
JPM | 340,169.2 | 2.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 182 | 72.8 |
(b) Individuals (high net worth individuals) | 127 | 293.9 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 13 | 84.4 |
(h) Charitable organizations | 7 | 12.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 0.6 |
(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 | 1 | 3.3 |
(n) Other | 0 | 0.0 |
Total | 884 | 467.4 |
By Discretionary | ||
Discretionary | 858 | 393.0 |
Non-Discretionary | 26 | 74.5 |
Total | 884 | 467.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 467.4 | |
Total | 884 | 467.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001729516] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cambridge Financial Group LLC
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AZ | 0.5 |
Kennedy Investment Group Inc
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NJ | 0.5 |
The Marshall Financial Group LLC
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MD | 0.5 |
Financial Strategies Group Inc
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MI | 0.5 |
Trinity Capital Investors
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MS | 0.5 |
US Asset Management LLC
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PA | 0.5 |
ABLE Financial Group LLC
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AZ | 0.5 |
Benefit Fiduciary Group LLC
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|
VA | 0.5 |
Naples Wealth Planning LLC
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|
FL | 0.5 |
HFM Investment Advisors Inc
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|
DE | 0.5 |