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| Happy Holidays!! thanks for using AUM13F!! |
| Geller Advisors LLC
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| CRD # | 134062 |
| SEC # | 801-64033 |
| CIK # | 0001354739 |
| AUM | $5.9 B (2025-01-29) |
| Employees | 49 (31% Investors, 0% Brokers) |
| Phone | 888-462-3033 |
| Address | 101 Park Ave New York, NY 10178 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001354739 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.5 | ||
| Apple Inc | 16.5 | ||
| Nvidia Corp | 9.4 | ||
| Morgan Stanley | 7.0 | ||
| Alphabet Inc | 6.1 | ||
| Amazon Com Inc | 6.1 | ||
| Alphabet Inc | 5.2 | ||
| Facebook Inc | 4.5 | ||
| Illinois Tool Works Inc | 4.2 | ||
| Mastercard Inc | 4.2 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Home Depot Inc | 3.8 | ||
| VISA Inc | 3.5 | ||
| Tesla Motors Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 0.0 |
| (b) Individuals (high net worth individuals) | 98 | 5.1 |
| (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 | 10 | 0.8 |
| (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 | 797 | 5.9 |
| By Discretionary | ||
| Discretionary | 783 | 5.9 |
| Non-Discretionary | 14 | 0.0 |
| Total | 797 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 797 | 5.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001354739] |
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|---|---|---|
|
Battery Global Advisors LLC
✚
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MA | 6.9 |
|
The Bollard Group LLC
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MA | 6.8 |
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The Cynosure Group
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UT | 6.6 |
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EJF Capital LLC
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Stamos Capital Partners LP
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CA | 6.5 |
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Fiduciary Trust International LLC
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|
Beck Mack & Oliver LLC
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|
NY | 5.9 |
|
Miller Investment Management LP
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|
PA | 5.7 |
|
Lowe Brockenbrough & Company Inc
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|
VA | 5.4 |
|
Standard Investments LLC
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|
NY | 5.2 |