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| Happy Holidays!! thanks for using AUM13F!! |
| Cadaret Grant & Co Inc
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|---|---|
| CRD # | 10641 |
| SEC # | 801-42709 |
| CIK # | 0001926313 |
| AUM | $7.7 B (2025-07-15) |
| Employees | 692 (62% Investors, 75% Brokers) |
| Phone | 800-288-8601 |
| Address | 100 Madison Street Syracuse, NY 13202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,189 | 4.2 |
| (b) Individuals (high net worth individuals) | 1,418 | 3.2 |
| (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 | 133 | 0.1 |
| (h) Charitable organizations | 49 | 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 | 99 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 25,442 | 7.7 |
| By Discretionary | ||
| Discretionary | 24,900 | 7.5 |
| Non-Discretionary | 542 | 0.1 |
| Total | 25,442 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 25,442 | 7.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001926313] |
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|---|---|---|
|
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|
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|
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|
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|
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DC | 7.5 |
|
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