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| Happy Holidays!! thanks for using AUM13F!! |
| Glen Eagle Advisors LLC
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| CRD # | 282920 |
| SEC # | 801-79298 |
| CIK # | 0002029317 |
| AUM | $880.5 M (2025-03-21) |
| Employees | 21 (81% Investors, 81% Brokers) |
| Phone | 609-631-8231 |
| Address | 4422C Route 27 Kingston, NJ 08528-0399 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 27.3 | ||
| Nvidia Corp | 25.0 | ||
| Johnson & Johnson | 16.5 | ||
| Amazon Com Inc | 13.5 | ||
| Apple Inc | 12.1 | ||
| VISA Inc | 9.8 | ||
| Trebia Acquisition Corp | 9.7 | ||
| Wal Mart Stores Inc | 9.6 | ||
| Broadcom Inc | 9.1 | ||
| Waste Management Inc | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,927 | 271.0 |
| (b) Individuals (high net worth individuals) | 265 | 531.0 |
| (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 | 30 | 56.7 |
| (h) Charitable organizations | 18 | 6.0 |
| (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 | 11 | 15.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,251 | 880.5 |
| By Discretionary | ||
| Discretionary | 3,251 | 880.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,251 | 880.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 880.5 | |
| Total | 3,251 | 880.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002029317] |
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|---|---|---|
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
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0.9 | |
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CA | 0.9 |
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Spinnaker Investment Group LLC
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Adamsbrown Wealth Consultants LLC
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Golden State Equity Partners LLC
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CA | 0.9 |
|
Ameliora Wealth Management Ltd
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|
0.9 | |
|
The Clarus Group Inc
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|
TX | 0.9 |
|
Talon Private Wealth LLC
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FL | 0.9 |