Lau Associates LLC

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Lau Associates LLC
CRD #105608
SEC #801-24354
CIK #0001161825
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone302-792-5955
Address20 Montchanin Road
Greenville, DE 19807
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
70056042028014001999200720152024
CIK Period
0001161825
Sector Form 13F Holdings Value ($M)
Apple Inc 20.7
Intel Corp 9.4
Johnson & Johnson 8.3
Conocophillips 7.2
PepsiCo Inc 7.1
Phillips 66 6.8
Microsoft Corp 4.7
DowDupont Inc 4.0
Procter & Gamble Co 3.9
Dow Inc 3.4
Idexx Laboratories Inc /DE 3.2
J P Morgan Chase & Co 3.0
3M Co 2.7
KLA Tencor Corp 2.4
Hasbro Inc 2.3
Nike Inc 2.3
Alphabet Inc 2.2
UnitedHealth Group Inc 2.1
Coca Cola Co 2.0
Facebook Inc 1.6
Altria Group Inc 1.5
Alaska Air Group Inc 1.5
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 48 24.0
(b) Individuals (high net worth individuals) 113 626.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 161 650.0
By Discretionary
Discretionary 161 650.0
Non-Discretionary 0 0.0
Total 161 650.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 650.0
Total 161 650.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001161825]
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tony@aum13f.com