|
⚲
|
| HTG Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 108614 |
| SEC # | 801-55553 |
| CIK # | 0001963875 |
| AUM | $859.8 MM (2024-03-14) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 203-972-8262 |
| Address | 50 Locust Avenue New Canaan, CT 06840 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CBRE | 24,011.2 | 14.7 | |
| AAPL | 2,382,844.0 | 2.7 | |
| CRAI | 646.4 | 1.9 | |
| PG | 338,108.9 | 1.1 | |
| MSFT | 1,918,222.4 | 1.0 | |
| AMZN | 1,092,997.8 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 51.9 |
| (b) Individuals (high net worth individuals) | 232 | 804.7 |
| (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 | 3.1 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,390 | 859.8 |
| By Discretionary | ||
| Discretionary | 1,390 | 859.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,390 | 859.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 859.8 | |
| Total | 1,390 | 859.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963875] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Associated Investment Services Inc
✚
|
WI | 0.9 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
|
Whittier Advisors LLC
✚
|
CA | 0.9 |
|
Park Piedmont Advisors LLC
✚
|
IL | 0.9 |
|
Donald L Hagan LLC
✚
|
FL | 0.9 |
|
Symphony Financial Ltd Co
✚
|
TX | 0.9 |
|
AWM Capital LLC
✚
|
AZ | 0.9 |
|
Silicon Valley Capital Partners LP
✚
|
CA | 0.9 |
|
Financial Partners Group Inc
✚
|
KS | 0.9 |
|
Capital Wealth Management LLC
✚
|
RI | 0.9 |