|
⚲
|
| Greenspring Advisors LLC
✚
|
|
|---|---|
| CRD # | 132669 |
| SEC # | 801-67570 |
| CIK # | 0001922200 |
| AUM | $6.5 B (2026-06-30) |
| Employees | 68 (57% Investors, 0% Brokers) |
| Phone | 443-564-4600 |
| Address | One West Pennsylvania Avenue Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.8 | ||
| Microsoft Corp | 9.1 | ||
| Nvidia Corp | 8.0 | ||
| Life360 Inc | 6.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,118 | 4.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 123 | 2.0 |
| (h) Charitable organizations | 13 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,119 | 6.5 |
| By Discretionary | ||
| Discretionary | 7,101 | 6.5 |
| Non-Discretionary | 18 | 0.0 |
| Total | 7,119 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 7,119 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001922200] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greycourt & Co Inc
✚
|
PA | 6.6 |
|
T Rowe Price Canada Inc
✚
|
MD | 6.6 |
|
Kornitzer Capital Management Inc
✚
|
KS | 6.5 |
|
Jensen Investment Management Inc
✚
|
OR | 6.5 |
|
Avior Wealth Management LLC
✚
|
NE | 6.5 |
|
Douglass Winthrop Advisors LLC
✚
|
NY | 6.5 |
|
Truepoint Inc
✚
|
OH | 6.4 |
|
Global Alpha Capital Management Ltd
✚
|
6.3 | |
|
International City Management Association Retirement Corporation
✚
|
DC | 6.3 |
|
Kovack Advisors Inc
✚
|
FL | 6.3 |