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| Happy Holidays!! thanks for using AUM13F!! |
| IAM Advisory LLC
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| CRD # | 305492 |
| SEC # | 801-117991 |
| CIK # | 0001825292 |
| AUM | $635.8 M (2025-01-21) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 610-258-3269 |
| Address | 137 North Second Street Easton, PA 18042 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001825292 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 5.6 | ||
| Apple Inc | 4.7 | ||
| Microsoft Corp | 4.2 | ||
| Lilly Eli & Co | 3.9 | ||
| Nvidia Corp | 3.6 | ||
| McKesson Corp | 2.9 | ||
| Waste Management Inc | 2.5 | ||
| Motorola Inc | 2.5 | ||
| Honeywell International Inc | 2.4 | ||
| Netflix Inc | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Harris Corp /DE/ | 2.2 | ||
| Amgen Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,691 | 203.2 |
| (b) Individuals (high net worth individuals) | 221 | 419.7 |
| (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 | 7.0 |
| (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 | 10 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,727 | 635.8 |
| By Discretionary | ||
| Discretionary | 2,727 | 635.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,727 | 635.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.8 | |
| Total | 2,727 | 635.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001825292] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dodds Wealth LLC
✚
|
CO | 0.6 |
|
Sierra Summit Advisors LLC
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0.6 | |
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Gradient Capital Advisors LLC
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CA | 0.6 |
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Bayshore Asset Management LLC
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FL | 0.6 |
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Renaissance Investment Group LLC
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MA | 0.6 |
|
Affinity Capital Advisors LLC
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CA | 0.6 |
|
TAP Consulting LLC
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|
MO | 0.6 |
|
Sevenbridge Financial Group LLC
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|
PA | 0.6 |
|
Paragon Capital Management LLC
✚
|
KS | 0.6 |
|
Everest Consultants LLC
✚
|
NY | 0.6 |