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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hyland Bruce Tappan
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|---|---|
| CRD # | 159731 |
| SEC # | 801-72980 |
| CIK # | |
| AUM | $48.4 M (2025-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 908-832-2504 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.1 |
| (b) Individuals (high net worth individuals) | 6 | 18.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 29.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 48.4 |
| By Discretionary | ||
| Discretionary | 13 | 48.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 48.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.4 | |
| Total | 13 | 48.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stewardship Financial Services Inc
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|
NY | 0.0 |
|
Birch Wealth Inc
✚
|
NY | 0.0 |
|
Altitude Capital Management LLC
✚
|
IA | 0.0 |
|
FBD Asset Mgmt LLC
✚
|
MN | 0.0 |
|
Mountain View Strategic Wealth LLC
✚
|
NY | 0.0 |
|
RSD Advisors LLC
✚
|
0.0 | |
|
Swarthmore Asset Management Ltd
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
✚
|
TX | 0.0 |
|
Trio Advisors Inc
✚
|
0.0 |