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⚲
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| Hummer Financial Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 108550 |
| SEC # | 801-113269 |
| CIK # | 0001802279 |
| AUM | $141.7 MM (2023-02-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-787-2114 |
| Address | 680 N Lake Shore Dr Apt 906 Chicago, IL 60611-4477 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ACN | 179,517.0 | 14.5 | |
| AMZN | 1,092,997.8 | 3.9 | |
| GWW | 23,029.0 | 2.5 | |
| MSFT | 1,918,222.4 | 1.8 | |
| PG | 338,108.9 | 1.8 | |
| JNJ | 465,600.2 | 1.7 | |
| XOM | 385,508.3 | 1.6 | |
| ADSK | 38,415.9 | 1.4 | |
| SNA | 10,734.1 | 1.4 | |
| ABBV | 269,466.6 | 1.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 39.6 |
| (b) Individuals (high net worth individuals) | 5 | 101.0 |
| (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 | 1.2 |
| (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 | 33 | 141.7 |
| By Discretionary | ||
| Discretionary | 33 | 141.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 141.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.7 | |
| Total | 33 | 141.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001802279] |
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