Bigelow Investment Advisors LLC

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Assets, Funds, Holdings

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Bigelow Investment Advisors LLC
CRD #143733
SEC #801-67875
CIK #0001729516
AUM $467.4 MM (2024-06-06)
Employees 8 (50% Investors, 0% Brokers)
Phone207-772-2900
Address4 Moulton Street
Portland, ME 04101
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002007201320192025
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 ($MM)
2502001501005002017201920222025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001729516]
Comparable Firms State AUM ($BB)
Cambridge Financial Group LLC
AZ 0.5
Kennedy Investment Group Inc
NJ 0.5
The Marshall Financial Group LLC
MD 0.5
Financial Strategies Group Inc
MI 0.5
Trinity Capital Investors
MS 0.5
US Asset Management LLC
PA 0.5
ABLE Financial Group LLC
AZ 0.5
Benefit Fiduciary Group LLC
VA 0.5
Naples Wealth Planning LLC
FL 0.5
HFM Investment Advisors Inc
DE 0.5
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