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Lafleur & Godfrey LLC
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CRD # | 168831 |
SEC # | 801-78536 |
CIK # | 0001387458 |
AUM | $870.0 MM (2024-05-22) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 616-942-1580 |
Address | 625 Kenmoor Ave SE Grand Rapids, MI 49546 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001387458] |
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Hendershot Investments Inc
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VA | 0.9 |
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KY | 0.9 |
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Ullmann Wealth Partners Group LLC
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FL | 0.9 |
WPWealth LLP
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TX | 0.9 |
Triad Financial Advisors Inc
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NC | 0.9 |
Wealth Dimensions Group Ltd
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CA | 0.9 |
Werba Rubin Papier Wealth Management LLC
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CA | 0.9 |
Packerland Brokerage Services Inc
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|
WI | 0.9 |