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| Glassy Mountain Advisors Inc
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| |
|---|---|
| CRD # | 314937 |
| SEC # | 801-121469 |
| CIK # | 0001914617 |
| AUM | $278.0 MM (2024-08-13) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 301-541-8900 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 16.2 | |
| MSFT | 1,918,222.4 | 14.9 | |
| URI | 17,758.9 | 13.1 | |
| AMAT | 82,662.4 | 12.4 | |
| GOOG | 1,482,566.4 | 10.5 | |
| AVGO | 201,282.9 | 10.2 | |
| AMZN | 1,092,997.8 | 8.8 | |
| LOW | 111,668.6 | 8.2 | |
| WSM | 8,142.2 | 8.0 | |
| BKNG | 74,682.6 | 7.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 15.2 |
| (b) Individuals (high net worth individuals) | 82 | 262.8 |
| (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 | 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 | 305 | 278.0 |
| By Discretionary | ||
| Discretionary | 305 | 278.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 305 | 278.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 272.6 | |
| Total | 305 | 278.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001914617] |
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