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| Happy Holidays!! thanks for using AUM13F!! |
| Managed Account Advisors LLC
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| CRD # | 142558 |
| SEC # | 801-67569 |
| CIK # | 0001418660 |
| AUM | $829.7 B (2025-04-10) |
| Employees | 61 (39% Investors, 0% Brokers) |
| Phone | 201-557-0504 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001418660 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 42.7 | ||
| Microsoft Corp | 38.3 | ||
| Apple Inc | 26.7 | ||
| Broadcom Inc | 21.9 | ||
| Amazon Com Inc | 20.9 | ||
| J P Morgan Chase & Co | 16.9 | ||
| Facebook Inc | 14.7 | ||
| Tesla Motors Inc | 13.6 | ||
| Alphabet Inc | 13.4 | ||
| Lilly Eli & Co | 9.5 | ||
| Exxon Mobil Corp | 8.5 | ||
| Netflix Inc | 8.4 | ||
| VISA Inc | 8.4 | ||
| Wal Mart Stores Inc | 7.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 977,181 | 219.8 |
| (b) Individuals (high net worth individuals) | 323,096 | 526.5 |
| (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 | 12,055 | 15.2 |
| (h) Charitable organizations | 4,590 | 22.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 129 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13,706 | 44.6 |
| (n) Other | 13 | 0.4 |
| Total | 2,028,672 | 829.7 |
| By Discretionary | ||
| Discretionary | 2,028,672 | 829.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,028,672 | 829.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.0 | |
| United States Persons | 820.8 | |
| Total | 2,028,672 | 829.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001418660] | |
| 13F-NT | [0001418660] | |
| SC 13G | [0001418660] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
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|
CA | 1,437.0 |
|
Edward D Jones & Co LP
✚
|
MO | 825.0 |
|
Wells Fargo Clearing Services LLC
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|
MO | 606.0 |
|
Vanguard Asset Management Limited
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|
483.0 | |
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Fisher Asset Management LLC
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|
TX | 298.7 |
|
TRowe Price Investment Management Inc
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|
MD | 207.1 |