|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| GHP Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 107563 |
| SEC # | 801-49990 |
| CIK # | 0001401561 |
| AUM | $2.7 B (2025-02-25) |
| Employees | 25 (88% Investors, 0% Brokers) |
| Phone | 303-831-5051 |
| Address | 1290 Broadway, Suite 1100 Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Curtiss Wright Corp | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Houlihan Lokey Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | GHP International Reform and Development Fund LP | 2012-03-28 | 6.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 0.2 |
| (b) Individuals (high net worth individuals) | 586 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,299 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,032 | 2.6 |
| Non-Discretionary | 267 | 0.1 |
| Total | 4,299 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 4,299 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001401561] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baker Avenue Asset Management LP
✚
|
CA | 3.8 |
|
GM Advisory Group LLC
✚
|
NY | 3.7 |
|
CWA Asset Management Group LLC
✚
|
FL | 3.3 |
|
Morton Capital Management LLC
✚
|
CA | 3.0 |
|
Logan Capital Management Inc
✚
|
PA | 2.7 |
|
New Age Alpha Advisors LLC
✚
|
NY | 2.6 |
|
Punch & Associates Investment Management Inc
✚
|
MN | 2.1 |
|
Eton Advisors Group LLC
✚
|
NC | 1.9 |
|
ARS Investment Partners LLC
✚
|
NY | 1.8 |
|
Bellecapital International AG
✚
|
1.8 |