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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Conrad Siegel Investment Advisors Inc
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|---|---|
| CRD # | 123560 |
| SEC # | 801-62505 |
| CIK # | 0001905875 |
| AUM | $9.0 B (2024-09-25) |
| Employees | 23 (96% Investors, 0% Brokers) |
| Phone | 717-652-5633 |
| Address | 501 Corporate Circle Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| Facebook Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 0.1 |
| (b) Individuals (high net worth individuals) | 148 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 76 | 7.5 |
| (h) Charitable organizations | 16 | 0.3 |
| (i) State or municipal government entities | 54 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,011 | 9.0 |
| By Discretionary | ||
| Discretionary | 958 | 3.0 |
| Non-Discretionary | 53 | 6.0 |
| Total | 1,011 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 1,011 | 9.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905875] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shepherd Kaplan LLC
✚
|
MA | 9.4 |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 9.4 |
|
Citizens Securities Inc
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RI | 9.2 |
|
Fifth Third Securities Inc
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OH | 9.1 |
|
Johnson Wealth Inc
✚
|
WI | 9.1 |
|
Forum Financial Management LP
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|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
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|
OR | 9.0 |
|
Parallel Advisors LLC
✚
|
CA | 8.7 |
|
Perigon Wealth Management LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
✚
|
PA | 8.7 |