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| Happy Holidays!! thanks for using AUM13F!! |
| Maloon Powers Pitre Higgins & Dennehy LLC
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| CRD # | 110152 |
| SEC # | 801-55273 |
| CIK # | |
| AUM | $2.0 B (2025-03-24) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 925-275-1000 |
| Address | 12657 Alcosta Blvd San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,484 | 1.6 |
| (b) Individuals (high net worth individuals) | 41 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,335 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,889 | 1.7 |
| Non-Discretionary | 446 | 0.3 |
| Total | 3,335 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,335 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gemmer Asset Management LLC
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|
CA | 2.0 |
|
Elser Financial Planning Inc
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|
IN | 2.0 |
|
Blackhill Capital Inc
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|
NJ | 2.0 |
|
LBMC Investment Advisors LLC
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|
TN | 2.0 |
|
Traphagen Investment Advisors LLC
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|
NJ | 1.9 |
|
Capwealth Advisors LLC
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|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
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|
MA | 1.9 |
|
Keystone Financial Group LLC
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|
KY | 1.9 |
|
Minot Deblois Advisors LLC
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|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
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|
MD | 1.8 |