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| Laffer Tengler Investments Inc
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| |
|---|---|
| CRD # | 108068 |
| SEC # | 801-56953 |
| CIK # | 0001307878 |
| AUM | $462.6 MM (2024-05-07) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 800-838-3468 |
| Address | 103 Murphy Court Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AXP | 107.1 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| USB | 69.7 | 0.0 | |
| LRCX | 60.8 | 0.0 | |
| GS | 102.9 | 0.0 | |
| ORCL | 182.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 44.0 |
| (b) Individuals (high net worth individuals) | 70 | 257.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 7.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 26.7 |
| (i) State or municipal government entities | 5 | 20.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 54.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 49.7 |
| (n) Other | 0 | 0.0 |
| Total | 633 | 462.6 |
| By Discretionary | ||
| Discretionary | 633 | 462.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 633 | 462.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.6 | |
| Total | 633 | 462.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001307878] |
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|---|---|---|
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IL | 0.5 |
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