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| Happy Holidays!! thanks for using AUM13F!! |
| Brueske Advisory Services LLC
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| CRD # | 300689 |
| SEC # | 801-116893 |
| CIK # | 0001879492 |
| AUM | $455.7 M (2025-02-04) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 425-974-1145 |
| Address | 11245 SE 6th Street, Building B Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.3 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| Amazon Com Inc | 5.0 | ||
| Apple Inc | 1.7 | ||
| Starbucks Corp | 1.6 | ||
| Boeing Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 114.5 |
| (b) Individuals (high net worth individuals) | 148 | 341.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,631 | 455.7 |
| By Discretionary | ||
| Discretionary | 1,631 | 455.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,631 | 455.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.7 | |
| Total | 1,631 | 455.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001879492] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SPG Advisors LLC
✚
|
WA | 0.5 |
|
Northern Capital Management Inc
✚
|
WA | 0.5 |
|
Stewardship Advisors LLC
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|
PA | 0.5 |
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |