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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gladstone Institutional Advisory LLC
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|---|---|
| CRD # | 250787 |
| SEC # | 801-101532 |
| CIK # | 0001766530 |
| AUM | $4.9 B (2025-06-25) |
| Employees | 163 (66% Investors, 56% Brokers) |
| Phone | 908-719-1313 |
| Address | 2000 PGA Blvd Palm Beach Gardens, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Purecycle Technologies Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,805 | 1.6 |
| (b) Individuals (high net worth individuals) | 2,062 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,810 | 4.9 |
| By Discretionary | ||
| Discretionary | 17,699 | 4.9 |
| Non-Discretionary | 111 | 0.0 |
| Total | 17,810 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 17,810 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766530] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boston Financial Management LLC
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|
MA | 5.0 |
|
Crescent Grove Advisors LLC
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IL | 5.0 |
|
Zevenbergen Capital Investments LLC
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WA | 5.0 |
|
Alphapoint Inc
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CA | 5.0 |
|
Shepherd Financial Investment Advisory LLC
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IN | 4.9 |
|
The Ascent Group LLC
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VA | 4.9 |
|
David Vaughan Investments LLC
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|
IL | 4.9 |
|
Eulav Asset Management
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|
FL | 4.9 |
|
Kennedy Capital Management LLC
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|
MO | 4.9 |
|
Ocean Park Asset Management LLC
✚
|
CA | 4.9 |