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| Kistler-Tiffany Companies LLC
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|---|---|
| CRD # | 145256 |
| SEC # | 801-68502 |
| CIK # | 0001541897 |
| AUM | $991.9 MM (2023-03-29) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 610-722-3300 |
| Address | 200 Berwyn Park Berwyn, PA 19312-1178 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001541897 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 15.8 | |
| West Pharmaceutical Services Inc | 21,960.5 | 14.3 | |
| Microsoft Corp | 1,918,222.4 | 6.2 | |
| Merck & Co Inc | 232,371.9 | 5.6 | |
| Johnson & Johnson | 465,600.2 | 4.8 | |
| PepsiCo Inc | 226,773.9 | 4.5 | |
| Alphabet Inc | 1,475,138.5 | 4.5 | |
| CVS Caremark Corp | 122,214.0 | 4.0 | |
| Crown Holdings Inc | 11,641.4 | 3.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 191.0 |
| (b) Individuals (high net worth individuals) | 189 | 757.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 20.3 |
| (h) Charitable organizations | 5 | 14.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,422 | 991.9 |
| By Discretionary | ||
| Discretionary | 1,413 | 983.1 |
| Non-Discretionary | 9 | 8.9 |
| Total | 1,422 | 991.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 991.9 | |
| Total | 1,422 | 991.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001541897] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delta Financial Group Inc
✚
|
NJ | 1.0 |
|
SBK Financial Inc
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|
VA | 1.0 |
|
Karp Capital Management Corporation
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CA | 1.0 |
|
Guidestone Advisors LLC
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TX | 1.0 |
|
Urban Financial Advisory Corp
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IL | 1.0 |
|
Veriti Management LLC
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|
MA | 1.0 |
|
Hottinger & Co Limited
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|
1.0 | |
|
CWS Financial Advisors LLC
✚
|
MI | 1.0 |
|
Boston Hill Advisors LLC
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|
MA | 1.0 |
|
Legacy Financial Advisors Inc
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|
KY | 1.0 |