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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Galvin Gaustad & Stein LLC
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|---|---|
| CRD # | 153410 |
| SEC # | 801-71464 |
| CIK # | 0001840945 |
| AUM | $1.2 B (2025-04-08) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Phone | 480-776-1445 |
| Address | 7377 E Doubletree Ranch Road Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.6 | ||
| HCA Holdings Inc | 32.1 | ||
| J P Morgan Chase & Co | 31.3 | ||
| Uber Technologies Inc | 28.8 | ||
| Autozone Inc | 25.3 | ||
| Amazon Com Inc | 24.7 | ||
| UnitedHealth Group Inc | 24.6 | ||
| General Electric Co | 23.1 | ||
| Coca Cola Co | 22.7 | ||
| American Express Co | 22.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 441 | 196.1 |
| (b) Individuals (high net worth individuals) | 419 | 992.4 |
| (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 | 7 | 2.6 |
| (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 | 14 | 33.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,889 | 1,224.6 |
| By Discretionary | ||
| Discretionary | 1,870 | 1,211.9 |
| Non-Discretionary | 19 | 12.7 |
| Total | 1,889 | 1,224.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,224.6 | |
| Total | 1,889 | 1,224.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840945] |
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|---|---|---|
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KS | 1.2 |
|
Quantum Financial Advisors LLC
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CA | 1.2 |
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Capital Investment Services of America Inc
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WI | 1.2 |
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Blueprint Investment Partners LLC
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Alpine Private Capital LLC
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MO | 1.2 |
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Compass Financial Group Inc
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|
Westminster Financial Advisory Corp
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OH | 1.2 |
|
Eclectic Associates Inc
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CA | 1.2 |
|
Calton & Associates Inc
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|
FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.2 |