BKS Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
BKS Advisors LLC
CRD #109065
SEC #801-60022
CIK #1634865
AUM $300.7 MM (100% Disc, 100% US)
Employees6 (100% Investors, 0% Brokers)
Phone248-358-6500
Address28411 Northwestern Hwy
Southfield, MI 48034
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3702962221487402000200620132020
Sector Holding Cap ($MM) Value ($MM)
NTES30,590.011.2
FB491,090.07.2
XLK7.1
V341,210.06.7
FXR6.7
XPO5,440.05.9
NOBL5.9
ARKK5.7
OLED7,160.05.7
XLF5.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182019
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Clune & Associates
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Peter Cundill & Associates Inc
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West Oak Capital LLC
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Health Financial Inc
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Drake Operating Management LLC
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Wilmerding & Associates Inc
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0.3
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