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McBroom & Associates LLC
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CRD # | 151187 |
SEC # | 801-121225 |
CIK # | 0001908893 |
AUM | $173.1 MM (2024-07-25) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 702-267-6649 |
Address | 1635 Village Center Cir Las Vegas, NV 89134-6375 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001908893] |
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OH | 0.2 |
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Shelter Rock Management LLC
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NY | 0.2 |
Tilia Fiduciary Partners Inc
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Ascend Interplay LLC
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JHP Wealth Management LLC
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