Gladstone Institutional Advisory LLC

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Assets, Funds, Holdings

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Gladstone Institutional Advisory LLC
CRD #250787
SEC #801-101532
CIK #0001766530
AUM $4.0 BB (2024-07-02)
Employees 104 (100% Investors, 88% Brokers)
Phone908-719-1313
Address2500 N Military Trail
Boca Raton, FL 33431
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
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 ($MM)
20001600120080040002019202120232025
AUM Breakdown Accounts AUM ($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
13F-HR [0001766530]
Comparable Firms State AUM ($BB)
Finaccess Advisors LLC
FL 4.0
Davidson Investment Advisors Inc
MT 4.0
Adero Partners LLC
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
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
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