LAU Associates LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
LAU Associates LLC
CRD #105608
SEC #801-24354
CIK #
AUM $650.0 MM (100% Disc, 100% US)
Employees7 (43% Investors, 0% Brokers)
Phone302-792-5955
Address20 Montchanin Road
Greenville, DE 19807
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
65052039026013002000200620132020
Sector Holding Cap ($MM) Value ($MM)
JPST22.4
AAPL843,560.011.4
JNJ369,000.08.2
COP74,720.07.8
INTC239,910.07.7
PEP163,770.06.3
PSX43,980.05.4
PG249,110.03.5
MSFT865,660.03.4
MMM119,250.02.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
Cortland Associates Inc
MO 0.7
Strategic Family Wealth Counselors LLC
NJ 0.7
Allen Mooney & Barnes Investment Advisors LLC
GA 0.7
West Capital Management Inc
PA 0.7
Harvest Capital Management Inc
NH 0.7
The Hoerner Planning Group LLC
VA 0.7
Private Wealth Advisors Inc
PA 0.6
ACS Investment Advisors Inc
WI 0.6
TFS Securities Inc
NJ 0.6
The Pacific Center for Financial Services
CA 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com