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| Glen Eagle Advisors LLC
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| |
|---|---|
| CRD # | 282920 |
| SEC # | 801-79298 |
| CIK # | 0002029317 |
| AUM | $714.2 MM (2024-08-19) |
| Employees | 21 (81% Investors, 81% Brokers) |
| Phone | 609-631-8231 |
| Address | 4422C Route 27 Kingston, NJ 08528-0399 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 26.4 | |
| NVDA | 399,550.0 | 23.5 | |
| JNJ | 465,600.2 | 16.2 | |
| AAPL | 2,382,844.0 | 15.0 | |
| AMZN | 1,092,997.8 | 10.9 | |
| V | 419,260.5 | 7.5 | |
| WMT | 335,434.5 | 7.3 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| AVGO | 201,282.9 | 5.6 | |
| WM | 61,816.0 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,826 | 203.7 |
| (b) Individuals (high net worth individuals) | 242 | 447.5 |
| (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 | 45.6 |
| (h) Charitable organizations | 18 | 4.6 |
| (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 | 8 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,117 | 714.2 |
| By Discretionary | ||
| Discretionary | 3,117 | 714.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,117 | 714.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 714.2 | |
| Total | 3,117 | 714.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002029317] |
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