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Deroy & Devereaux Private Investment Counsel Inc
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CRD # | 121560 |
SEC # | 801-61316 |
CIK # | 0001278678 |
AUM | $2.0 BB (2024-03-18) |
Employees | 18 (33% Investors, 0% Brokers) |
Phone | 248-358-3220 |
Address | 2000 Town Center Southfield, MI 48075 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
RS | 10,707.7 | 0.0 | |
CSL | 12,394.7 | 0.0 | |
HCA | 51,952.1 | 0.0 | |
AZO | 41,417.6 | 0.0 | |
CACI | 6,428.4 | 0.0 | |
ORCL | 182,760.6 | 0.0 | |
RJF | 19,897.9 | 0.0 | |
JPM | 340,169.2 | 0.0 | |
BLBD | 317.7 | 0.0 | |
FI | 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) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 114 | 1,336.2 |
(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 | 10 | 275.8 |
(h) Charitable organizations | 14 | 120.8 |
(i) State or municipal government entities | 12 | 233.5 |
(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 | 576 | 1,966.3 |
By Discretionary | ||
Discretionary | 576 | 1,966.3 |
Non-Discretionary | 0 | 0.0 |
Total | 576 | 1,966.3 |
By Non-United States Persons | ||
Non-United States Persons | 16.9 | |
United States Persons | 1,949.4 | |
Total | 576 | 1,966.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001278678] |
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Stairway Partners LLC
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IL | 2.0 |
Howard Capital Management Group LLC
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CA | 2.0 |
CKW Financial Group LLC
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HI | 2.0 |
Liberty One Investment Management LLC
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IL | 2.0 |
MMBG Investment Advisors Co
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FL | 2.0 |
Capital Investment Advisory Services LLC
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NC | 2.0 |
Smith Group Asset Management LLC
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TX | 2.0 |
Strategic Financial Services Inc
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NY | 2.0 |
Pacific Income Advisers Inc
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CA | 2.0 |
Compass Capital Management Inc
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|
MN | 2.0 |