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| Maloon Powers Pitre Higgins & Dennehy LLC
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| |
|---|---|
| CRD # | 110152 |
| SEC # | 801-55273 |
| CIK # | |
| AUM | $1.7 BB (2024-08-08) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 925-275-1000 |
| Address | 12657 Alcosta Blvd San Ramon, CA 94583 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,446 | 1,458.5 |
| (b) Individuals (high net worth individuals) | 35 | 276.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,490 | 1,739.4 |
| By Discretionary | ||
| Discretionary | 1,238 | 1,462.5 |
| Non-Discretionary | 252 | 276.9 |
| Total | 1,490 | 1,739.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 1,733.5 | |
| Total | 1,490 | 1,739.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avalor Investment AG
✚
|
1.9 | |
|
Unison Advisors LLC
✚
|
DC | 1.9 |
|
LBMC Investment Advisors LLC
✚
|
TN | 1.8 |
|
Angeles Wealth Management LLC
✚
|
CA | 1.8 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.8 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.7 |
|
Gemmer Asset Management LLC
✚
|
CA | 1.7 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.7 |
|
Terry McDaniel & Company
✚
|
TX | 1.6 |
|
Diversified Portfolios Inc
✚
|
MI | 1.5 |