|
⚲
|
| Liberty Capital Management Inc
✚
| |
|---|---|
| CRD # | 106063 |
| SEC # | 801-42852 |
| CIK # | 0001366838 |
| AUM | $605.4 MM (2024-02-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 248-258-9290 |
| Address | 401 S Old Woodward Avenue Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.0 | |
| NVDA | 399,550.0 | 13.9 | |
| COST | 207,576.9 | 13.8 | |
| INTU | 108,963.5 | 13.7 | |
| AMZN | 1,092,997.8 | 12.1 | |
| MSFT | 1,918,222.4 | 11.6 | |
| GOOGL | 1,475,138.5 | 11.1 | |
| TMO | 209,733.6 | 9.2 | |
| V | 419,260.5 | 9.1 | |
| CTAS | 38,012.7 | 8.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 12.4 |
| (b) Individuals (high net worth individuals) | 108 | 511.2 |
| (c) Banking or thrift institutions | 0 | 31.4 |
| (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 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 10.0 |
| (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 | 31.9 |
| (n) Other | 0 | 0.0 |
| Total | 375 | 605.4 |
| By Discretionary | ||
| Discretionary | 348 | 533.8 |
| Non-Discretionary | 27 | 71.6 |
| Total | 375 | 605.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.4 | |
| Total | 375 | 605.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001366838] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vantage Wealth Management LLC
✚
|
CA | 0.6 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.6 |
|
McNamara Financial Services Inc
✚
|
MA | 0.6 |
|
Seamount Financial Group Inc
✚
|
CO | 0.6 |
|
Morin Private Client Group LLC
✚
|
WY | 0.6 |
|
Grand Wealth Management LLC
✚
|
MI | 0.6 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.6 |