|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Greatmark Investment Partners Inc
✚
|
|
|---|---|
| CRD # | 105267 |
| SEC # | 801-29945 |
| CIK # | 0001540944 |
| AUM | $938.7 M (2025-03-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 706-327-2128 |
| Address | 6001 River Rd Columbus, GA 31904-4556 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 53.1 | ||
| American Express Co | 37.2 | ||
| Microsoft Corp | 36.6 | ||
| Netflix Inc | 34.3 | ||
| AutoNation Inc | 31.7 | ||
| Schwab Charles Corp | 31.4 | ||
| Apple Inc | 29.3 | ||
| Marathon Petroleum Corp | 28.0 | ||
| Qualcomm Inc/DE | 27.9 | ||
| Academy Sports & Outdoors Inc | 22.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 72.8 |
| (b) Individuals (high net worth individuals) | 191 | 842.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.4 |
| (h) Charitable organizations | 8 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,072 | 938.7 |
| By Discretionary | ||
| Discretionary | 1,046 | 933.4 |
| Non-Discretionary | 26 | 5.3 |
| Total | 1,072 | 938.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 933.5 | |
| Total | 1,072 | 938.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540944] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cheviot Value Management LLC
✚
|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
✚
|
OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
FSM Wealth Advisors LLC
✚
|
OH | 0.9 |
|
Talbot Financial LLC
✚
|
WA | 0.9 |
|
Southern Financial Group LLC
✚
|
AL | 0.9 |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 0.9 |
|
Grace & White Inc
✚
|
NY | 0.9 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.9 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.9 |