|
⚲
|
| Garland Capital Management Inc
✚
|
|
|---|---|
| CRD # | 108182 |
| SEC # | 801-55438 |
| CIK # | 0001181544 |
| AUM | $222.7 MM (2023-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 425-646-7366 |
| Address | 500 108th Ave Ne, 955 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 7.6 | |
| ABBV | 269,466.6 | 7.5 | |
| MRK | 232,371.9 | 7.0 | |
| PG | 338,108.9 | 6.5 | |
| JPM | 340,169.2 | 6.3 | |
| CSCO | 178,309.9 | 6.1 | |
| PEP | 226,773.9 | 6.1 | |
| UNP | 133,995.4 | 5.9 | |
| JNJ | 465,600.2 | 5.6 | |
| CVX | 294,604.1 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 15.9 |
| (b) Individuals (high net worth individuals) | 48 | 206.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 222.7 |
| By Discretionary | ||
| Discretionary | 160 | 222.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 222.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.7 | |
| Total | 160 | 222.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001181544] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Whiterock Wealth Management Co
✚
|
TX | 0.2 |
|
DWM Financial Group Inc
✚
|
IL | 0.2 |
|
Security First Financial Inc
✚
|
MI | 0.2 |
|
Simplifi Inc
✚
|
CA | 0.2 |
|
Orser Capital Management LLC
✚
|
TX | 0.2 |
|
Wilmington Capital Securities LLC
✚
|
NY | 0.2 |
|
Trisperity Advisors LLC
✚
|
TX | 0.2 |
|
The Nestegg Group Inc
✚
|
IL | 0.2 |
|
Floyd Benjamin Joseph
✚
|
TX | 0.2 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.2 |