⚲
|
Greylin Investment Management Inc
✚
| |
---|---|
CRD # | 109831 |
SEC # | 801-42843 |
CIK # | 0001158583 |
AUM | $641.7 MM (2024-03-29) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 540-661-0191 |
Address | 12490 Greylin Way Orange, VA 22960-1960 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 57.7 | |
QCOM | 147,392.0 | 33.0 | |
INTC | 154,482.4 | 31.6 | |
OGN | 8,824.0 | 16.7 | |
JNJ | 465,600.2 | 11.2 | |
BAC | 278,315.2 | 10.0 | |
ALLY | 11,145.1 | 10.0 | |
MO | 78,198.0 | 9.8 | |
PFE | 284,248.0 | 9.5 | |
COP | 123,162.3 | 8.9 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 142 | 31.8 |
(b) Individuals (high net worth individuals) | 138 | 573.8 |
(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 | 0 | 0.0 |
(h) Charitable organizations | 2 | 36.1 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 828 | 641.7 |
By Discretionary | ||
Discretionary | 828 | 641.7 |
Non-Discretionary | 0 | 0.0 |
Total | 828 | 641.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 641.7 | |
Total | 828 | 641.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001158583] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.7 | |
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |
Great Diamond Partners LLC
✚
|
ME | 0.6 |
Firestone Capital Management Inc
✚
|
FL | 0.6 |
MARS Jewett Financial Group Inc
✚
|
WA | 0.6 |
Jeppson Wealth Management LLC
✚
|
CA | 0.6 |
93 Financial Group LLC
✚
|
MA | 0.6 |
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.6 |
The Advocate Group LLC
✚
|
MN | 0.6 |
SSA Swiss Advisors AG
✚
|
0.6 |