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| Courier Capital LLC
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|
|---|---|
| CRD # | 282485 |
| SEC # | 801-107119 |
| CIK # | 0001015247 |
| AUM | $1.9 BB (2023-03-28) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 716-883-9595 |
| Address | 1114 Delaware Avenue Buffalo, NY 14209-1604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 50.6 | |
| MSFT | 1,918,222.4 | 21.6 | |
| JNJ | 465,600.2 | 11.9 | |
| JPM | 340,169.2 | 10.3 | |
| V | 419,260.5 | 10.2 | |
| GOOG | 1,482,566.4 | 10.2 | |
| PEP | 226,773.9 | 10.1 | |
| AMGN | 130,083.0 | 8.7 | |
| CVX | 294,604.1 | 7.8 | |
| CSCO | 178,309.9 | 7.1 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 527 | 0.3 |
| (b) Individuals (high net worth individuals) | 242 | 0.9 |
| (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 | 22 | 0.4 |
| (h) Charitable organizations | 31 | 0.3 |
| (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 | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,496 | 1.9 |
| By Discretionary | ||
| Discretionary | 1,439 | 1.6 |
| Non-Discretionary | 57 | 0.3 |
| Total | 1,496 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 1,496 | 1.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001015247] |
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|---|---|---|
|
Wealthsource Partners LLC
✚
|
CA | 1.9 |
|
Meritage Portfolio Management Inc
✚
|
KS | 1.9 |
|
Glassman Wealth Services LLC
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VA | 1.9 |
|
McKinley Carter Wealth Services Inc
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|
WV | 1.9 |
|
Performance Wealth Partners LLC
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|
IL | 1.9 |
|
West Financial Services Inc
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VA | 1.9 |
|
Beirne Wealth Consulting Services LLC
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|
CT | 1.9 |
|
Foundry Partners LLC
✚
|
MN | 1.9 |
|
Obermeyer Wood Investment Counsel LLLP
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|
CO | 1.9 |
|
SFMG LLC
✚
|
TX | 1.9 |