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⚲
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| Lockwood Advisors Inc
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|
|---|---|
| CRD # | 106108 |
| SEC # | 801-52378 |
| CIK # | 0001328575 |
| AUM | $11.3 BB (2023-03-30) |
| Employees | 20 (40% Investors, 65% Brokers) |
| Phone | 80020030333 |
| Address | 1800 American Blvd Pennington, NJ 08534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 21.6 | |
| AAPL | 2,382.8 | 21.4 | |
| AMZN | 1,093.0 | 7.7 | |
| NVDA | 399.6 | 6.0 | |
| GOOGL | 1,475.1 | 5.8 | |
| GOOG | 1,482.6 | 5.6 | |
| XOM | 385.5 | 5.4 | |
| MA | 309.6 | 4.3 | |
| TSLA | 723.4 | 4.1 | |
| JPM | 340.2 | 4.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36,880 | 7.0 |
| (b) Individuals (high net worth individuals) | 1,560 | 3.3 |
| (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 | 163 | 0.3 |
| (h) Charitable organizations | 183 | 0.4 |
| (i) State or municipal government entities | 1 | 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 | 257 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 48,071 | 11.3 |
| By Discretionary | ||
| Discretionary | 48,071 | 11.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 48,071 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 48,071 | 11.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001328575] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TRowe Price Hong Kong Limited
✚
|
11.9 | |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.8 |
|
Westwood Management Corp
✚
|
TX | 11.7 |
|
Invesco Managed Accounts LLC
✚
|
WA | 11.4 |
|
First Horizon Advisors Inc
✚
|
TN | 11.3 |
|
Glenmede Investment Management LP
✚
|
PA | 11.3 |
|
CSOP Asset Management Limited
✚
|
11.1 | |
|
Waverton Investment Management Limited
✚
|
11.0 | |
|
H&H International Investment LLC
✚
|
CA | 10.9 |
|
Cooke & Bieler LP
✚
|
PA | 10.7 |