|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Burt Associates Incorporated
✚
|
|
|---|---|
| CRD # | 105211 |
| SEC # | 801-23924 |
| CIK # | 0001612041 |
| AUM | $876.2 M (2025-07-08) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 301-770-9880 |
| Address | 6116 Executive Blvd North Bethesda, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CACI International Inc /DE/ | 38.5 | ||
| World Currency Gold Trust | 35.3 | ||
| Apple Inc | 5.7 | ||
| Microsoft Corp | 5.7 | ||
| UnitedHealth Group Inc | 4.8 | ||
| West Pharmaceutical Services Inc | 4.2 | ||
| Amazon Com Inc | 2.6 | ||
| Johnson & Johnson | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 68.8 |
| (b) Individuals (high net worth individuals) | 215 | 807.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,364 | 876.2 |
| By Discretionary | ||
| Discretionary | 1,364 | 876.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,364 | 876.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 876.2 | |
| Total | 1,364 | 876.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001612041] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ameliora Wealth Management Ltd
✚
|
0.9 | |
|
The Clarus Group Inc
✚
|
TX | 0.9 |
|
Talon Private Wealth LLC
✚
|
FL | 0.9 |
|
Charles Pratt & Company LLC
✚
|
NY | 0.9 |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 0.9 |
|
Promethos Capital LLC
✚
|
MA | 0.9 |
|
Bass and Bell Inc
✚
|
AR | 0.9 |
|
Baker Ellis Asset Management LLC
✚
|
WA | 0.9 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.9 |
|
Hexagon Capital Partners LLC
✚
|
AR | 0.9 |