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| Happy Holidays!! thanks for using AUM13F!! |
| Graypoint LLC
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| CRD # | 135950 |
| SEC # | 801-64417 |
| CIK # | 0001794198 |
| AUM | $4.6 B (2025-04-30) |
| Employees | 69 (52% Investors, 0% Brokers) |
| Phone | 518-641-6860 |
| Address | 4 Tower Place Albany, NY 12203-3710 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001794198 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 63.0 | ||
| Microsoft Corp | 44.7 | ||
| Apple Inc | 40.6 | ||
| Square Inc | 25.9 | ||
| Amazon Com Inc | 17.5 | ||
| Broadcom Inc | 16.1 | ||
| Facebook Inc | 15.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 0.2 |
| (b) Individuals (high net worth individuals) | 435 | 2.8 |
| (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 | 24 | 0.1 |
| (h) Charitable organizations | 60 | 0.4 |
| (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 | 10 | 0.9 |
| (n) Other | 22 | 0.2 |
| Total | 818 | 4.6 |
| By Discretionary | ||
| Discretionary | 791 | 4.6 |
| Non-Discretionary | 27 | 0.1 |
| Total | 818 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 818 | 4.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794198] |
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|
Moss Adams Wealth Advisors LLC
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WA | 4.8 |
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FL | 4.7 |
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4.7 | |
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GA | 4.7 |
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CT | 4.6 |
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Northeast Financial Consultants LLC
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CT | 4.6 |
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Heritage Wealth Advisors LLC
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VA | 4.6 |
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BC Advisors LLC
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NJ | 4.6 |