|
⚲
|
| Lafleur & Godfrey LLC
✚
|
|
|---|---|
| CRD # | 168831 |
| SEC # | 801-78536 |
| CIK # | 0001387458 |
| AUM | $566.4 MM (100% Disc, 100% US, 2020-09-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 616-942-1580 |
| Address | 2900 Charlevoix Dr Se, Suite 302 Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 674,750.0 | 33.6 | |
| INTC | 203,050.0 | 18.5 | |
| SYK | 58,650.0 | 18.2 | |
| ECL | 42,570.0 | 17.0 | |
| TMO | 90,090.0 | 16.3 | |
| JNJ | 346,110.0 | 15.5 | |
| JPM | 324,630.0 | 14.8 | |
| MSFT | 747,660.0 | 14.3 | |
| VAR | 10,330.0 | 13.6 | |
| PAYX | 22,970.0 | 12.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| EDGAR Form | CIK | 2011 - 2021 |
|---|---|---|
| 13F-HR | [0001387458] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jarred Bunch Consulting LLC
✚
|
IN | 0.6 |
|
Capital Wealth Management LLC
✚
|
RI | 0.6 |
|
DFPG Investments LLC
✚
|
UT | 0.6 |
|
BCG Securities Inc
✚
|
NJ | 0.6 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 0.6 |
|
Pine Valley Investments Limited Liability Company
✚
|
NJ | 0.6 |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 0.6 |
|
Commerce Brokerage Services Inc
✚
|
MO | 0.6 |
|
Brainard Capital Management LLC
✚
|
TX | 0.6 |
|
Financial Partners Capital Management LLC
✚
|
NY | 0.6 |