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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) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001313294] |
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Integrated Advisors Network LLC
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Stacey Braun Associates Inc
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NY | 4.2 |