|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| EDMP Inc
✚
|
|
|---|---|
| CRD # | 110248 |
| SEC # | 801-43372 |
| CIK # | 0001016021 |
| AUM | $147.5 M (2025-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 813-960-9600 |
| Address | 136 Whitaker Road Lutz, FL 33549 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 9.3 | ||
| Altria Group Inc | 5.3 | ||
| AbbVie Inc | 4.7 | ||
| UGI Corp /PA/ | 4.7 | ||
| Aflac Inc | 4.6 | ||
| Amgen Inc | 4.4 | ||
| Omega Healthcare Investors Inc | 4.3 | ||
| Ameriprise Financial Inc | 4.3 | ||
| AT&T Inc | 3.1 | ||
| Amerisourcebergen Corp | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 22.3 |
| (b) Individuals (high net worth individuals) | 54 | 119.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 203 | 147.5 |
| By Discretionary | ||
| Discretionary | 201 | 143.5 |
| Non-Discretionary | 2 | 4.0 |
| Total | 203 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.5 | |
| Total | 203 | 147.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001016021] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.1 |
|
Stonefield Investment Advisory Inc
✚
|
IA | 0.1 |
|
Dorman Financial Management PA
✚
|
FL | 0.1 |
|
Steady Returns LLC
✚
|
0.1 | |
|
Appalachian Capital Management Ltd
✚
|
OH | 0.1 |
|
Quint Capital Corporation
✚
|
NY | 0.1 |
|
Benchmark Capital Group Ltd
✚
|
IL | 0.1 |
|
Waverley Wealth Management LLC
✚
|
CA | 0.1 |
|
AXOS Invest Inc
✚
|
NV | 0.1 |