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Gladstone Institutional Advisory LLC
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CRD # | 250787 |
SEC # | 801-101532 |
CIK # | 0001766530 |
AUM | $4.0 BB (2024-07-02) |
Employees | 104 (100% Investors, 88% Brokers) |
Phone | 908-719-1313 |
Address | 2500 N Military Trail Boca Raton, FL 33431 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 45.4 | |
NVDA | 399,550.0 | 39.7 | |
MSFT | 1,918,222.4 | 36.6 | |
AMZN | 1,092,997.8 | 29.8 | |
JPM | 340,169.2 | 25.1 | |
PCT | 1,229.1 | 19.5 | |
META | 434,852.0 | 19.3 | |
GOOGL | 1,475,138.5 | 17.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 4,913 | 1.3 |
(b) Individuals (high net worth individuals) | 1,584 | 2.7 |
(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 | 9 | 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 | 22 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 15,270 | 4.0 |
By Discretionary | ||
Discretionary | 15,150 | 4.0 |
Non-Discretionary | 120 | 0.0 |
Total | 15,270 | 4.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 4.0 | |
Total | 15,270 | 4.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001766530] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Finaccess Advisors LLC
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FL | 4.0 |
Davidson Investment Advisors Inc
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|
MT | 4.0 |
Adero Partners LLC
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|
CA | 4.0 |
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4.0 |
Advance Capital Management Inc
✚
|
MI | 4.0 |
Beacon Investment Advisory Services Inc
✚
|
NJ | 4.0 |
Shepherd Financial Investment Advisory LLC
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|
IN | 4.0 |
Heritage Wealth Advisors LLC
✚
|
VA | 4.0 |
Avior Wealth Management LLC
✚
|
NE | 4.0 |
Security Capital Research & Management Incorporated
✚
|
IL | 4.0 |