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| Greenspring Advisors LLC
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| |
|---|---|
| CRD # | 132669 |
| SEC # | 801-67570 |
| CIK # | 0001922200 |
| AUM | $6.9 BB (2024-05-31) |
| Employees | 39 (69% Investors, 0% Brokers) |
| Phone | 443-564-4600 |
| Address | One West Pennsylvania Avenue Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.5 | |
| AMGN | 130,083.0 | 2.0 | |
| MSFT | 1,918,222.4 | 1.9 | |
| TROW | 26,791.5 | 1.8 | |
| LLY | 301,789.7 | 1.3 | |
| AMZN | 1,092,997.8 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 0.2 |
| (b) Individuals (high net worth individuals) | 555 | 1.6 |
| (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 | 151 | 5.0 |
| (h) Charitable organizations | 13 | 0.0 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,625 | 6.9 |
| By Discretionary | ||
| Discretionary | 4,374 | 2.9 |
| Non-Discretionary | 251 | 4.0 |
| Total | 4,625 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 4,625 | 6.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001922200] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valmark Advisers Inc
✚
|
OH | 7.0 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.0 |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.0 |
|
Mutual Advisors LLC
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|
NE | 6.9 |
|
Perigon Wealth Management LLC
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|
CA | 6.9 |
|
Asset Preservation Advisors LLC
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|
GA | 6.9 |
|
Joel Isaacson & Co LLC
✚
|
NY | 6.9 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 6.9 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.8 |
|
Advisory Services Network LLC
✚
|
GA | 6.8 |