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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clutinger Williams & Verhoye Inc
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|---|---|
| CRD # | 111082 |
| SEC # | 801-5935 |
| CIK # | |
| AUM | $146.2 M (2024-09-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 619-326-0900 |
| Address | 6398 del Cerro Blvd San Diego, CA 92120-4761 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 41.2 |
| (b) Individuals (high net worth individuals) | 55 | 88.4 |
| (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 | 6 | 1.4 |
| (h) Charitable organizations | 8 | 15.1 |
| (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 | 256 | 146.2 |
| By Discretionary | ||
| Discretionary | 246 | 137.5 |
| Non-Discretionary | 10 | 8.7 |
| Total | 256 | 146.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.2 | |
| Total | 256 | 146.2 |
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