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| Happy Holidays!! thanks for using AUM13F!! |
| Lauterbach Financial Advisors LLC
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| CRD # | 114431 |
| SEC # | 801-64326 |
| CIK # | 0001909828 |
| AUM | $590.6 M (2025-04-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 915-544-6950 |
| Address | 4130 Rio Bravo Street El Paso, TX 79902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909828 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.3 | ||
| Nvidia Corp | 3.3 | ||
| Exxon Mobil Corp | 2.0 | ||
| Apple Inc | 1.8 | ||
| Procter & Gamble Co | 1.6 | ||
| Microsoft Corp | 1.2 | ||
| Pfizer Inc | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Darden Restaurants Inc | 1.0 | ||
| Goldman Sachs Group Inc | 0.9 | ||
| Palo Alto Networks Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 71.8 |
| (b) Individuals (high net worth individuals) | 150 | 397.0 |
| (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 | 19 | 50.7 |
| (h) Charitable organizations | 9 | 60.2 |
| (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 | 8 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,003 | 590.6 |
| By Discretionary | ||
| Discretionary | 999 | 590.2 |
| Non-Discretionary | 4 | 0.4 |
| Total | 1,003 | 590.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.6 | |
| Total | 1,003 | 590.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909828] |
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|---|---|---|
|
Northwest Investment Counselors LLC
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OR | 0.6 |
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Compass Capital Corporation
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NJ | 0.6 |
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Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
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Siharum Advisors LLC
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MA | 0.6 |