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| Happy Holidays!! thanks for using AUM13F!! |
| Hummer Financial Advisory Services Inc
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| CRD # | 108550 |
| SEC # | 801-113269 |
| CIK # | 0001802279 |
| AUM | $182.1 M (2025-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-787-2114 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802279 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 15.2 | ||
| Amazon Com Inc | 7.5 | ||
| Grainger W W Inc | 3.5 | ||
| Microsoft Corp | 3.1 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Procter & Gamble Co | 1.9 | ||
| Autodesk Inc | 1.9 | ||
| Exxon Mobil Corp | 1.8 | ||
| Snap-On Inc | 1.7 | ||
| Johnson & Johnson | 1.6 | ||
| RPM International Inc/De/ | 1.6 | ||
| Automatic Data Processing Inc | 1.5 | ||
| AbbVie Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Cintas Corp | 1.2 | ||
| Wisconsin Energy Corp | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Abbott Laboratories | 1.1 | ||
| Apple Inc | 1.1 | ||
| Qualcomm Inc/DE | 1.0 | ||
| United Technologies Corp /DE/ | 1.0 | ||
| Public Storage | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 62.9 |
| (b) Individuals (high net worth individuals) | 6 | 118.5 |
| (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 | 0.7 |
| (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 | 44 | 182.1 |
| By Discretionary | ||
| Discretionary | 44 | 182.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 44 | 182.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.1 | |
| Total | 44 | 182.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802279] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kraematon Investment Advisors Inc
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|
MA | 0.2 |
|
Alpha ZERO LLC
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|
FL | 0.2 |
|
Guerra Pan Advisors LLC
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|
0.2 | |
|
Thompson Capital Management LLC
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|
0.2 | |
|
The Wealthgarden FS LLC
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|
CA | 0.2 |
|
Miller Wealth Advisors LLC
✚
|
0.2 | |
|
AIO Financial LLC
✚
|
AZ | 0.2 |
|
Level Wealth Management LLC
✚
|
NC | 0.2 |
|
Bravias Capital Group LLC
✚
|
NJ | 0.2 |
|
Balanced Financial Planning Inc
✚
|
KS | 0.2 |