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| Bryant Woods Investment Advisors LLC
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| |
|---|---|
| CRD # | 109379 |
| SEC # | 801-74639 |
| CIK # | 0001910641 |
| AUM | $470.9 MM (2024-07-02) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 716-810-9594 |
| Address | 2410 North Forest Road Getzville, NY 14068 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.3 | |
| DMRC | 296.7 | 2.3 | |
| LIN | 147,499.4 | 1.3 | |
| AMZN | 1,092,997.8 | 1.3 | |
| NVDA | 399,550.0 | 0.8 | |
| MTB | 29,266.6 | 0.8 | |
| LHX | 45,483.7 | 0.7 | |
| UNP | 133,995.4 | 0.7 | |
| EXR | 22,964.5 | 0.7 | |
| MSFT | 1,918,222.4 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 103.5 |
| (b) Individuals (high net worth individuals) | 145 | 344.9 |
| (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 | 6 | 20.1 |
| (i) State or municipal government entities | 0 | 2.4 |
| (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 | 252 | 470.9 |
| By Discretionary | ||
| Discretionary | 239 | 390.7 |
| Non-Discretionary | 13 | 80.3 |
| Total | 252 | 470.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 465.2 | |
| Total | 252 | 470.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910641] |
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