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| Bill Few Associates Inc
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|---|---|
| CRD # | 133561 |
| SEC # | 801-29235 |
| CIK # | 0001914644 |
| AUM | 2,723.2 M (2026-03-31) |
| Employees | 31 (94% Investors, 0% Brokers) |
| Phone | 412-630-6000 |
| Address | 2100 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.3 | ||
| Nvidia Corp | 18.7 | ||
| Microsoft Corp | 15.1 | ||
| Alphabet Inc | 14.1 | ||
| Applied Materials Inc /DE | 13.8 | ||
| J P Morgan Chase & Co | 11.0 | ||
| AbbVie Inc | 9.7 | ||
| TJX Companies Inc /DE/ | 9.1 | ||
| Cisco Systems Inc | 7.5 | ||
| Rockwell Automation Inc | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,871 | 2.0 |
| (b) Individuals (high net worth individuals) | 83 | 0.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,702 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,842 | 2.1 |
| Non-Discretionary | 2,860 | 0.6 |
| Total | 7,702 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 7,702 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001914644] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
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