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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bryant Woods Investment Advisors LLC
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| CRD # | 109379 |
| SEC # | 801-74639 |
| CIK # | 0001910641 |
| AUM | $615.9 M (2025-03-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 716-810-9594 |
| Address | 2410 North Forest Road Getzville, NY 14068 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.4 | ||
| Linde PLC | 1.3 | ||
| Microsoft Corp | 1.1 | ||
| Digimarc Corp | 1.0 | ||
| Harris Corp /DE/ | 1.0 | ||
| Union Pacific Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 129.6 |
| (b) Individuals (high net worth individuals) | 158 | 464.6 |
| (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 | 7 | 19.1 |
| (i) State or municipal government entities | 0 | 2.6 |
| (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 | 279 | 615.9 |
| By Discretionary | ||
| Discretionary | 264 | 517.7 |
| Non-Discretionary | 15 | 98.2 |
| Total | 279 | 615.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.0 | |
| United States Persons | 609.9 | |
| Total | 279 | 615.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910641] |
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|---|---|---|
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TN | 0.6 |