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| Happy Holidays!! thanks for using AUM13F!! |
| Linscomb Wealth Inc
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| CRD # | 106779 |
| SEC # | 801-48855 |
| CIK # | 0001313294 |
| AUM | $4.6 B (2025-03-24) |
| Employees | 52 (60% Investors, 0% Brokers) |
| Phone | 713-840-1000 |
| Address | 1333 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Williams Sonoma Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 654 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,003 | 4.1 |
| (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 | 15 | 0.1 |
| (h) Charitable organizations | 5 | 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 | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,814 | 4.6 |
| By Discretionary | ||
| Discretionary | 4,813 | 4.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 4,814 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 4,814 | 4.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001313294] |
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|
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|
Concourse Financial Group Securities Inc
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