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| Goelzer Investment Management Inc
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| |
|---|---|
| CRD # | 44402 |
| SEC # | 801-55588 |
| CIK # | 0001550057 |
| AUM | $3.2 BB (2024-05-22) |
| Employees | 36 (100% Investors, 0% Brokers) |
| Phone | 317-264-2600 |
| Address | 111 Monument Circle, Suite 500 Indianapolis, IN 46204-2990 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 514.6 | |
| MSFT | 1,918,222.4 | 40.6 | |
| AAPL | 2,382,844.0 | 33.0 | |
| QCOM | 147,392.0 | 21.8 | |
| XOM | 385,508.3 | 19.7 | |
| ETN | 51,598.7 | 18.6 | |
| GOOG | 1,482,566.4 | 17.5 | |
| MRK | 232,371.9 | 16.8 | |
| LMT | 111,953.9 | 13.8 | |
| PEP | 226,773.9 | 13.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 0.3 |
| (b) Individuals (high net worth individuals) | 358 | 1.4 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 41 | 1.0 |
| (i) State or municipal government entities | 32 | 0.5 |
| (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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,690 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,676 | 3.1 |
| Non-Discretionary | 14 | 0.0 |
| Total | 1,690 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,690 | 3.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001550057] |
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|---|---|---|
|
LaSalle Investment Management Securities LLC
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|
MD | 3.2 |
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Tandem Investment Advisors Inc
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SC | 3.2 |
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3.2 | |
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FFT Wealth Management LLC
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Carret Asset Management LLC
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Jefferies Investment Advisers LLC
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NY | 3.1 |
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Granahan Investment Management LLC
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MA | 3.1 |