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⚲
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| Bill FEW Associates Inc
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|
|
|---|---|
| CRD # | 133561 |
| SEC # | 801-29235 |
| CIK # | 0001914644 |
| AUM | $1.8 BB (2023-03-17) |
| Employees | 30 (93% Investors, 0% Brokers) |
| Phone | 412-630-6000 |
| Address | 107 Mt Nebo Pointe Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.7 | |
| MSFT | 1,918,222.4 | 11.1 | |
| ABBV | 269,466.6 | 5.5 | |
| TJX | 67,345.6 | 4.9 | |
| XOM | 385,508.3 | 4.8 | |
| PG | 338,108.9 | 4.6 | |
| JPM | 340,169.2 | 4.3 | |
| ORCL | 182,760.6 | 4.2 | |
| CVX | 294,604.1 | 4.2 | |
| PEP | 226,773.9 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,731 | 1,451.0 |
| (b) Individuals (high net worth individuals) | 31 | 300.7 |
| (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 | 14 | 22.4 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 6,952 | 1,776.4 |
| By Discretionary | ||
| Discretionary | 3,716 | 1,249.4 |
| Non-Discretionary | 3,236 | 527.0 |
| Total | 6,952 | 1,776.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,776.0 | |
| Total | 6,952 | 1,776.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001914644] |
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