|
⚲
|
| HTG Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 108614 |
| SEC # | 801-55553 |
| CIK # | 0001963875 |
| AUM | $719.2 MM (2023-01-31) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 203-972-8262 |
| Address | 50 Locust Avenue New Canaan, CT 06840 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CBRE | 24,011.2 | 11.8 | |
| AAPL | 2,382,844.0 | 2.8 | |
| CRAI | 646.4 | 1.1 | |
| PG | 338,108.9 | 0.9 | |
| XOM | 385,508.3 | 0.9 | |
| CVX | 294,604.1 | 0.8 | |
| CL | 66,096.9 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 45.6 |
| (b) Individuals (high net worth individuals) | 222 | 673.6 |
| (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 | 0 | 0.0 |
| (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 | 1,315 | 719.2 |
| By Discretionary | ||
| Discretionary | 1,315 | 719.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,315 | 719.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 719.2 | |
| Total | 1,315 | 719.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001963875] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trustmont Advisory Group Inc
✚
|
PA | 0.7 |
|
John Moore & Associates Inc
✚
|
NM | 0.7 |
|
Mattern Capital Management LLC
✚
|
CO | 0.7 |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.7 |
|
Fierston Financial Group Inc
✚
|
CT | 0.7 |
|
Stephens Consulting LLC
✚
|
MI | 0.7 |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.7 |
|
Timescale Financial Inc
✚
|
MA | 0.7 |
|
LWMG LLC
✚
|
MN | 0.7 |
|
Lafayette Investments Inc
✚
|
MD | 0.7 |