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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Laraway Financial Advisors Inc
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| CRD # | 114674 |
| SEC # | 801-63115 |
| CIK # | 0001908275 |
| AUM | $309.2 M (2025-02-04) |
| Employees | 7 (100% Investors, 86% Brokers) |
| Phone | 320-253-2490 |
| Address | 1219 33rd Street South St Cloud, MN 56301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Microsoft Corp | 4.8 | ||
| Nvidia Corp | 4.1 | ||
| Alphabet Inc | 2.8 | ||
| Netflix Inc | 2.7 | ||
| Amazon Com Inc | 2.2 | ||
| Lilly Eli & Co | 2.1 | ||
| Facebook Inc | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Oracle Corp | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 71.1 |
| (b) Individuals (high net worth individuals) | 89 | 185.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 18.7 |
| (h) Charitable organizations | 5 | 25.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 803 | 309.2 |
| By Discretionary | ||
| Discretionary | 779 | 297.9 |
| Non-Discretionary | 24 | 11.4 |
| Total | 803 | 309.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.2 | |
| Total | 803 | 309.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908275] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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MA | 0.3 |
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Bear Mountain Capital Inc
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WA | 0.3 |
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ADG Wealth Management Group LLC
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LA | 0.3 |
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Melfa Wealth Management Inc
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MA | 0.3 |
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Arcadia Wealth Management Inc
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NY | 0.3 |
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Royal Oak Financial Advisors LLC
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MI | 0.3 |
|
Tagstone Capital Inc
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NC | 0.3 |
|
Split Rock Private Trading and Wealth Management LLC
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|
MN | 0.3 |
|
Quad City Investment Advisors LLC
✚
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IL | 0.3 |
|
Highland Investment Advisors LLC
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FL | 0.3 |