Landsberg Bennett & Dubbaneh LLC

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Assets, Funds, Holdings

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Landsberg Bennett & Dubbaneh LLC
CRD #297378
SEC #801-113500
CIK #0001762342
AUM
Employees 14 (57% Investors, 0% Brokers)
Phone941-391-8000
Address252 West Marion Avenue
Punta Gorda, FL 33950
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
90072054036018002010201420192024
Sector Form 13F Holdings Value ($M)
McDonalds Corp 27.8
Apple Inc 21.6
Microsoft Corp 16.7
VISA Inc 12.9
Accenture PLC 10.9
Broadcom Inc 10.0
Nike Inc 9.9
Texas Instruments Inc 8.9
J P Morgan Chase & Co 8.4
Amazon Com Inc 8.1
View All
Holdings by Sector ($M)
80064048032016002019202020212022
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 394 184.5
(b) Individuals (high net worth individuals) 236 678.0
(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 14 1.8
(h) Charitable organizations 5 11.7
(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 4 1.5
(n) Other 0 0.0
Total 2,300 877.4
By Discretionary
Discretionary 1,742 760.0
Non-Discretionary 558 117.4
Total 2,300 877.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 877.4
Total 2,300 877.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001762342]
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