Linscomb & Williams Inc

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Assets, Funds, Holdings

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Linscomb & Williams Inc
CRD #106779
SEC #801-48855
CIK #0001313294
AUM $4.3 BB (2024-02-29)
Employees 48 (58% Investors, 0% Brokers)
Phone713-840-1000
Address1333 West Loop South
Houston, TX 77027
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.0
XOM 385.5 0.0
AAPL 2,382.8 0.0
AVGO 201.3 0.0
JPM 340.2 0.0
LRCX 60.8 0.0
WSM 8.1 0.0
QCOM 147.4 0.0
AMZN 1,093.0 0.0
ABBV 269.5 0.0
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 840 0.4
(b) Individuals (high net worth individuals) 1,030 3.8
(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 8 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 5 0.0
(n) Other 0 0.0
Total 5,402 4.3
By Discretionary
Discretionary 5,401 4.3
Non-Discretionary 1 0.0
Total 5,402 4.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.3
Total 5,402 4.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001313294]
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Level Four Advisory Services LLC
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Integrated Advisors Network LLC
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Stacey Braun Associates Inc
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