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Managed Account Advisors LLC
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CRD # | 142558 |
SEC # | 801-67569 |
CIK # | 0001418660 |
AUM | $691.9 BB (2024-08-30) |
Employees | 61 (39% Investors, 0% Brokers) |
Phone | 201-557-0504 |
Address | 101 Hudson Street Jersey City, NJ 07302 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 32.8 | |
AAPL | 2,382.8 | 29.9 | |
NVDA | 399.6 | 27.8 | |
AMZN | 1,093.0 | 19.1 | |
GOOGL | 1,475.1 | 14.1 | |
AVGO | 201.3 | 11.7 | |
JPM | 340.2 | 10.8 | |
LLY | 301.8 | 10.1 | |
META | 434.9 | 9.8 | |
XOM | 385.5 | 8.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 908,633 | 195.0 |
(b) Individuals (high net worth individuals) | 278,637 | 423.0 |
(c) Banking or thrift institutions | 2 | 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 | 11,407 | 12.4 |
(h) Charitable organizations | 3,396 | 15.4 |
(i) State or municipal government entities | 106 | 0.5 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 149 | 0.6 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13,030 | 44.9 |
(n) Other | 1 | 0.0 |
Total | 1,840,565 | 691.9 |
By Discretionary | ||
Discretionary | 1,840,565 | 691.9 |
Non-Discretionary | 0 | 0.0 |
Total | 1,840,565 | 691.9 |
By Non-United States Persons | ||
Non-United States Persons | 7.5 | |
United States Persons | 684.5 | |
Total | 1,840,565 | 691.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001418660] | |
13F-NT | [0001418660] | |
SC 13G | [0001418660] |
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---|---|---|
Charles Schwab Investment Management Inc
✚
|
CA | 1,098.8 |
Edward D Jones & Co LP
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|
MO | 692.2 |
Wells Fargo Clearing Services LLC
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MO | 558.5 |
Vanguard Asset Management Limited
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403.3 | |
Dodge & Cox
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|
CA | 363.0 |
Vanguard Advisers Inc
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|
PA | 333.1 |
NISA Investment Advisors LLC
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|
MO | 306.2 |
Fisher Asset Management LLC
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|
TX | 276.9 |
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |
TRowe Price Investment Management Inc
✚
|
MD | 193.1 |