|
⚲
|
| Bowen Hanes & Co Inc
✚
| |
|---|---|
| CRD # | 105153 |
| SEC # | 801-15530 |
| CIK # | 0000107758, 0001077583 |
| AUM | $3.8 BB (2024-03-01) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 404-995-0507 |
| Address | 135 Professional Drive Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| LLY | 301.8 | 0.1 | |
| COST | 207.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| NFLX | 79.8 | 0.1 | |
| PANW | 49.0 | 0.1 | |
| VRTX | 70.6 | 0.1 | |
| ISRG | 72.5 | 0.1 | |
| TTEK | 7.1 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 0.0 |
| (b) Individuals (high net worth individuals) | 72 | 0.5 |
| (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 | 5 | 0.1 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 15 | 3.1 |
| (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 | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 3.8 |
| By Discretionary | ||
| Discretionary | 215 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 215 | 3.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001077583] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Advocates Investment Management
✚
|
WA | 3.9 |
|
Advisors Asset Management Inc
✚
|
CO | 3.9 |
|
Rehmann Capital Advisory Group LLC
✚
|
MI | 3.8 |
|
Dearborn Partners LLC
✚
|
IL | 3.8 |
|
Clearwater Advisors LLC
✚
|
ID | 3.8 |
|
BPS Capital Management Inc
✚
|
MN | 3.8 |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 3.8 |
|
New Frontier Advisors LLC
✚
|
MA | 3.7 |
|
Prio Wealth Limited Partnership
✚
|
MA | 3.7 |
|
Pacific Financial Group Inc
✚
|
WA | 3.7 |