McBroom & Associates LLC

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Assets, Funds, Holdings

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McBroom & Associates LLC
CRD #151187
SEC #801-121225
CIK #0001908893
AUM $173.1 MM (2024-07-25)
Employees 4 (50% Investors, 0% Brokers)
Phone702-267-6649
Address1635 Village Center Cir
Las Vegas, NV 89134-6375
Source [IAPD] [EDGAR]
Total AUM ($MM)
180144108723602010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 19.4
COST 207,576.9 9.7
DKS 6,228.0 9.6
LRCX 60,793.2 9.2
MSFT 1,918,222.4 8.4
ORLY 41,441.2 8.3
CPRT 25,870.7 8.2
ISRG 72,505.6 8.2
AAPL 2,382,844.0 7.6
TSCO 21,844.9 7.5
View All
Holdings by Sector ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 30 4.3
(b) Individuals (high net worth individuals) 60 152.6
(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 4 10.4
(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 2 5.8
(n) Other 0 0.0
Total 197 173.1
By Discretionary
Discretionary 193 172.1
Non-Discretionary 4 1.0
Total 197 173.1
By Non-United States Persons
Non-United States Persons 9.2
United States Persons 164.0
Total 197 173.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001908893]
Comparable Firms State AUM ($BB)
Nvest Wealth Strategies Inc
OH 0.2
Eliot Finkel Investment Counsel LLC
CA 0.2
Alcosta Capital Management Inc
CA 0.2
Commons Capital LLC
MA 0.2
Financial Institution Services LLC
NV 0.2
Shelter Rock Management LLC
NY 0.2
Tilia Fiduciary Partners Inc
NC 0.2
Utopia Wealth Management LLC
FL 0.2
Ascend Interplay LLC
NY 0.2
JHP Wealth Management LLC
CO 0.2
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