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| Managed Account Advisors LLC
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|---|---|
| CRD # | 142558 |
| SEC # | 801-67569 |
| CIK # | 0001418660 |
| AUM | $576.3 BB (2023-03-20) |
| Employees | 65 (35% Investors, 0% Brokers) |
| Phone | 201-557-0504 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001418660 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 26.9 | |
| Microsoft Corp | 1,918.2 | 23.6 | |
| Amazon Com Inc | 1,093.0 | 11.8 | |
| Nvidia Corp | 399.6 | 8.8 | |
| J P Morgan Chase & Co | 340.2 | 8.5 | |
| Alphabet Inc | 1,475.1 | 7.7 | |
| Broadcom Inc | 201.3 | 6.7 | |
| Exxon Mobil Corp | 385.5 | 6.3 | |
| VISA Inc | 419.3 | 5.8 | |
| Procter & Gamble Co | 338.1 | 5.6 | |
| Chevron Corp | 294.6 | 5.2 | |
| Texas Instruments Inc | 142.2 | 5.1 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 981,248 | 322.8 |
| (b) Individuals (high net worth individuals) | 66,165 | 266.7 |
| (c) Banking or thrift institutions | 12 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 191 | 1.8 |
| (h) Charitable organizations | 3,620 | 16.7 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22,250 | 54.4 |
| (n) Other | 1 | 0.0 |
| Total | 1,668,222 | 662.4 |
| By Discretionary | ||
| Discretionary | 1,668,222 | 662.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,668,222 | 662.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.6 | |
| United States Persons | 653.9 | |
| Total | 1,668,222 | 662.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001418660] | |
| 13F-NT | [0001418660] | |
| SC 13G | [0001418660] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 782.6 |
|
Edward D Jones & Co LP
✚
|
MO | 593.1 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 524.9 |
|
Dodge & Cox
✚
|
CA | 322.9 |
|
Vanguard Advisers Inc
✚
|
PA | 299.2 |
|
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
|
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
|
Fisher Asset Management LLC
✚
|
TX | 173.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 171.3 |
|
TRowe Price Investment Management Inc
✚
|
MD | 165.5 |