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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Greenspring Advisors LLC
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|---|---|
| CRD # | 132669 |
| SEC # | 801-67570 |
| CIK # | 0001922200 |
| AUM | $3.8 B (2025-06-18) |
| Employees | 42 (67% Investors, 0% Brokers) |
| Phone | 443-564-4600 |
| Address | One West Pennsylvania Avenue Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 2.5 | ||
| Amgen Inc | 1.9 | ||
| Price T Rowe Group Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 0.3 |
| (b) Individuals (high net worth individuals) | 588 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 86 | 1.6 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,764 | 3.8 |
| By Discretionary | ||
| Discretionary | 4,592 | 3.7 |
| Non-Discretionary | 172 | 0.0 |
| Total | 4,764 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 4,764 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001922200] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nordwand Advisors LLC
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|
PA | 3.8 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.8 |
|
IPG Investment Advisors LLC
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CA | 3.8 |
|
Carlson Capital Management LLC
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|
MN | 3.8 |
|
Southstate Advisory Inc
✚
|
SC | 3.8 |
|
Alamo Advisors LP
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|
TX | 3.8 |
|
Essex Financial Services Inc
✚
|
CT | 3.8 |
|
Security Capital Research & Management Incorporated
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|
IL | 3.8 |
|
Journey Strategic Wealth LLC
✚
|
NJ | 3.8 |
|
Accredited Investors Inc
✚
|
MN | 3.7 |