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| Happy Holidays!! thanks for using AUM13F!! |
| E & G Advisors LP
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| CRD # | 130550 |
| SEC # | 801-79699 |
| CIK # | 0001598550 |
| AUM | $607.8 M (2025-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-880-5819 |
| Address | 2000 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598550 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.8 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Alphabet Inc | 6.6 | ||
| Nvidia Corp | 6.5 | ||
| Microsoft Corp | 5.8 | ||
| Facebook Inc | 5.5 | ||
| Amazon Com Inc | 5.5 | ||
| Apple Inc | 4.9 | ||
| Goldman Sachs Group Inc | 3.3 | ||
| Broadcom Inc | 3.3 | ||
| Lam Research Corp | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 46.2 |
| (b) Individuals (high net worth individuals) | 129 | 520.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 13.6 |
| (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 | 9 | 27.7 |
| (n) Other | 0 | 0.0 |
| Total | 797 | 607.8 |
| By Discretionary | ||
| Discretionary | 797 | 607.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 797 | 607.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 607.1 | |
| Total | 797 | 607.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598550] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tillman Hartley LLC
✚
|
CO | 0.6 |
|
Swisspartners Advisors AG
✚
|
0.6 | |
|
Vantage Wealth
✚
|
CA | 0.6 |
|
Manske Wealth Management LLC
✚
|
TX | 0.6 |
|
Flagship Wealth Advisors LLC
✚
|
MA | 0.6 |
|
AAF Wealth Management LLC
✚
|
MA | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
✚
|
MI | 0.6 |
|
Optima Asset Management Inc
✚
|
TX | 0.6 |
|
Heron Bay Capital Management LLC
✚
|
MI | 0.6 |