|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Marino Stram and Associates LLC
✚
|
|
|---|---|
| CRD # | 107768 |
| SEC # | 801-72425 |
| CIK # | 0001099762 |
| AUM | $1.2 B (2025-05-27) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 781-843-3500 |
| Address | 25 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.8 | ||
| Apple Inc | 9.5 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Amazon Com Inc | 4.2 | ||
| BlackRock Inc | 3.7 | ||
| Procter & Gamble Co | 3.3 | ||
| Lilly Eli & Co | 3.2 | ||
| Lockheed Martin Corp | 3.1 | ||
| Coca Cola Co | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 283.5 |
| (b) Individuals (high net worth individuals) | 405 | 861.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,165 | 1,169.0 |
| By Discretionary | ||
| Discretionary | 3,151 | 1,146.6 |
| Non-Discretionary | 14 | 22.3 |
| Total | 3,165 | 1,169.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,169.0 | |
| Total | 3,165 | 1,169.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001099762] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Total Wealth Planning LLC
✚
|
OH | 1.2 |
|
LVM Capital Management Ltd
✚
|
MI | 1.2 |
|
Anderson Financial Partners Inc
✚
|
FL | 1.2 |
|
V-Square Quantitative Management LLC
✚
|
IL | 1.2 |
|
Caliber Wealth Management LLC
✚
|
KS | 1.2 |
|
James Investment Research Inc
✚
|
OH | 1.2 |
|
JFG Wealth Management LLC
✚
|
CO | 1.2 |
|
Signal Advisors Wealth LLC
✚
|
MI | 1.2 |
|
Cascade Financial Partners LLC
✚
|
CA | 1.2 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.2 |