|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Destination Wealth Management
✚
|
|
|---|---|
| CRD # | 110365 |
| SEC # | 801-53077 |
| CIK # | 0001278573 |
| AUM | $4.1 B (2025-04-28) |
| Employees | 56 (61% Investors, 0% Brokers) |
| Phone | 925-935-2900 |
| Address | 1255 Treat Boulevard Walnut Creek, CA 94597 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Colgate Palmolive Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 883 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,264 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 0.1 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,732 | 4.1 |
| By Discretionary | ||
| Discretionary | 5,732 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,732 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 5,732 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001278573] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DoubleLine Alternatives LP
✚
|
FL | 4.2 |
|
Scharf Investments LLC
✚
|
CA | 4.2 |
|
Wellspring Financial Advisors LLC
✚
|
OH | 4.2 |
|
Legacy Advisors LLC
✚
|
PA | 4.2 |
|
Heritage Investors Management Corp
✚
|
MD | 4.2 |
|
Pacific Financial Group Inc
✚
|
TN | 4.1 |
|
W H Reaves & Co Inc
✚
|
NJ | 4.1 |
|
Calamos Wealth Management LLC
✚
|
IL | 4.1 |
|
Financial Advocates Investment Management
✚
|
WA | 4.1 |
|
Mozaic LLC
✚
|
CA | 4.1 |