|
⚲
|
| Keyboard |
| Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
|
|---|---|
| CRD # | 110152 |
| SEC # | 801-55273 |
| CIK # | |
| AUM | 2,263.4 M (2026-05-26) |
| Employees | 14 (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) | 851 | 0.4 |
| (b) Individuals (high net worth individuals) | 666 | 1.9 |
| (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 | 1 | 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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,547 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,185 | 2.0 |
| Non-Discretionary | 362 | 0.3 |
| Total | 3,547 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,547 | 2.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1,525 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2,430.4 M |
|
Gemmer Asset Management LLC
✚
|
CA | 2,357.2 M |
|
Traphagen Investment Advisors LLC
✚
|
NJ | 2,278.1 M |
|
Avalor Investment AG
✚
|
2,244.9 M | |
|
LBMC Investment Advisors LLC
✚
|
TN | 2,226.4 M |
|
Private Advisory Group LLC
✚
|
WA | 2,144.7 M |
|
Elser Financial Planning Inc
✚
|
IN | 2,107.9 M |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 2,087.1 M |
|
Tortoise Investment Management LLC
✚
|
NY | 2,067.9 M |
|
Adviceone Advisory Services LLC
✚
|
CT | 2,045.7 M |