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Cairn Investment Group Inc
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CRD # | 143601 |
SEC # | 801-68016 |
CIK # | 0001800358 |
AUM | $336.6 MM (2024-06-02) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 503-241-4901 |
Address | 500 Broadway Street Vancouver, WA 98660 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.0 | |
QCOM | 147,392.0 | 0.0 | |
AYI | 5,337.1 | 0.0 | |
EXPD | 16,411.4 | 0.0 | |
GS | 102,858.9 | 0.0 | |
BKNG | 74,682.6 | 0.0 | |
COP | 123,162.3 | 0.0 | |
CI | 84,461.4 | 0.0 | |
SBUX | 87,554.3 | 0.0 | |
META | 434,852.0 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 257 | 67.3 |
(b) Individuals (high net worth individuals) | 91 | 267.5 |
(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 | 1 | 0.2 |
(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 | 6 | 1.5 |
(n) Other | 0 | 0.0 |
Total | 838 | 336.6 |
By Discretionary | ||
Discretionary | 791 | 305.3 |
Non-Discretionary | 47 | 31.3 |
Total | 838 | 336.6 |
By Non-United States Persons | ||
Non-United States Persons | 2.1 | |
United States Persons | 334.5 | |
Total | 838 | 336.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001800358] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Moneywise Inc
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|
VA | 0.4 |
SGH Wealth Management
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|
MI | 0.4 |
Allgen Financial Advisors Inc
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FL | 0.4 |
Fee-Only Financial Planning LC
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|
SC | 0.3 |
Lesjak Planning LLC
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|
OH | 0.3 |
Widmann Financial Services Inc
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|
MD | 0.3 |
RW Roge & Company Inc
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|
NY | 0.3 |
Avory & Company LLC
✚
|
FL | 0.3 |
Envision Financial Planning LLC
✚
|
TN | 0.3 |
ETF Portfolio Partners Inc
✚
|
KS | 0.3 |