Carmichael Hill & Associates Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Carmichael Hill & Associates Inc
CRD #105213
SEC #801-34173
CIK #0001730295
AUM
Employees 5 (100% Investors, 0% Brokers)
Phone301-217-9300
Address18 East Diamond Ave
Gaithersburg, MD 20877
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
3502802101407002001200920172025
Sector Form 13F Holdings Value ($M)
Apple Inc 21.2
Microsoft Corp 13.6
Alphabet Inc 4.7
Johnson & Johnson 3.5
Lilly Eli & Co 3.4
McDonalds Corp 3.3
Amazon Com Inc 2.8
Costco Wholesale Corp /NEW 2.7
Mastercard Inc 2.5
Procter & Gamble Co 2.4
Holdings by Sector ($M)
3002401801206002017201920222025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 89 46.3
(b) Individuals (high net worth individuals) 109 269.5
(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 5 14.3
(h) Charitable organizations 0 12.8
(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 893 342.9
By Discretionary
Discretionary 893 342.9
Non-Discretionary 0 0.0
Total 893 342.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 342.9
Total 893 342.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001730295]
Terms | Privacy | Guide
tony@aum13f.com