Geier Asset Management Inc

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Assets, Funds, Holdings

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Geier Asset Management Inc
CRD #109986
SEC #801-56955
CIK #0001848930
AUM
Employees 8 (75% Investors, 0% Brokers)
Phone410-997-8000
Address2205 Warwick Way
Marriottsville, MD 21104
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608001999200720152024
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 7.8
Microsoft Corp 7.1
Alphabet Inc 5.1
Apple Inc 4.4
Home Depot Inc 4.3
J P Morgan Chase & Co 3.7
Facebook Inc 3.4
Johnson & Johnson 2.8
Bank of America Corp /DE/ 2.6
VISA Inc 2.5
View All
Holdings by Sector ($M)
15012090603002020202020212022
Type Form D Funds Date Sold ($M) AUM ($M)
PE GAM YAPP 2015-03-23 0.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 294 65.6
(b) Individuals (high net worth individuals) 78 280.2
(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 1.3
(h) Charitable organizations 0 6.4
(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 1,248 353.6
By Discretionary
Discretionary 1,115 323.3
Non-Discretionary 133 30.3
Total 1,248 353.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 353.6
Total 1,248 353.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001848930]
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