|
⚲
|
| Greatmark Investment Partners Inc
✚
|
|
|---|---|
| CRD # | 105267 |
| SEC # | 801-29945 |
| CIK # | 0001540944 |
| AUM | $794.3 MM (2024-05-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 706-327-2128 |
| Address | 6001 River Rd Columbus, GA 31904-4556 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AFL | 36,008.8 | 46.6 | |
| MSFT | 1,918,222.4 | 34.5 | |
| QCOM | 147,392.0 | 33.0 | |
| AAPL | 2,382,844.0 | 31.0 | |
| AXP | 107,077.6 | 28.9 | |
| MPC | 47,980.8 | 27.3 | |
| SCHW | 121,688.8 | 23.3 | |
| NFLX | 79,791.6 | 21.1 | |
| AMGN | 130,083.0 | 20.3 | |
| DVN | 39,243.6 | 17.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 74.3 |
| (b) Individuals (high net worth individuals) | 171 | 698.6 |
| (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 | 13.4 |
| (h) Charitable organizations | 7 | 7.7 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 794.3 |
| By Discretionary | ||
| Discretionary | 982 | 789.4 |
| Non-Discretionary | 27 | 4.9 |
| Total | 1,009 | 794.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 789.0 | |
| Total | 1,009 | 794.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001540944] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JLB & Associates Inc
✚
|
MI | 0.8 |
|
Cheviot Value Management LLC
✚
|
CA | 0.8 |
|
GR Financial Group LLC
✚
|
AZ | 0.8 |
|
Aufman Associates Inc
✚
|
PA | 0.8 |
|
The Gleason Group Inc
✚
|
KY | 0.8 |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
Makrod Investment Associates Inc
✚
|
NJ | 0.8 |
|
Strategic Investment Solutions Inc
✚
|
IL | 0.8 |
|
The H Group Inc
✚
|
OR | 0.8 |
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |