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⚲
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| Linscomb & Williams Inc
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| |
|---|---|
| CRD # | 106779 |
| SEC # | 801-48855 |
| CIK # | 0001313294 |
| AUM | $4.3 BB (2024-02-29) |
| Employees | 48 (58% Investors, 0% Brokers) |
| Phone | 713-840-1000 |
| Address | 1333 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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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|---|---|---|
|
Alesco Advisors LLC
✚
|
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|
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|
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TX | 4.2 |
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Stacey Braun Associates Inc
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NY | 4.2 |