Lafleur & Godfrey LLC

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Assets, Funds, Holdings

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Lafleur & Godfrey LLC
CRD #168831
SEC #801-78536
CIK #0001387458
AUM $870.0 MM (2024-05-22)
Employees 6 (67% Investors, 0% Brokers)
Phone616-942-1580
Address625 Kenmoor Ave SE
Grand Rapids, MI 49546
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 48.8
MSFT 1,918,222.4 40.4
JPM 340,169.2 30.0
SYK 74,798.9 26.8
ECL 43,790.9 20.0
WSO 9,288.7 19.6
JNJ 465,600.2 19.2
RTX 139,471.0 18.1
CAT 99,975.7 17.7
ALC 33,644.5 15.8
View All
Holdings by Sector ($MM)
80064048032016002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 157 47.3
(b) Individuals (high net worth individuals) 309 783.7
(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 6 20.1
(h) Charitable organizations 9 18.9
(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 1 0.1
(n) Other 0 0.0
Total 777 870.0
By Discretionary
Discretionary 777 870.0
Non-Discretionary 0 0.0
Total 777 870.0
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 869.5
Total 777 870.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001387458]
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Ullmann Wealth Partners Group LLC
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WPWealth LLP
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Triad Financial Advisors Inc
NC 0.9
Wealth Dimensions Group Ltd
OH 0.9
Manchester Financial Inc
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Werba Rubin Papier Wealth Management LLC
CA 0.9
Packerland Brokerage Services Inc
WI 0.9
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