|
⚲
|
| McCarthy Asset Management Inc
✚
| |
|---|---|
| CRD # | 118285 |
| SEC # | 801-60897 |
| CIK # | 0001843169 |
| AUM | $366.2 MM (2024-03-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 650-610-9540 |
| Address | 3 Lagoon Drive, Suite 155 Redwood Shores, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GILD | 78,030.8 | 8.9 | |
| AAPL | 2,382,844.0 | 6.5 | |
| GOOGL | 1,475,138.5 | 2.9 | |
| JNJ | 465,600.2 | 1.6 | |
| TSLA | 723,390.3 | 1.5 | |
| MA | 309,583.1 | 1.2 | |
| GOOG | 1,482,566.4 | 1.2 | |
| V | 419,260.5 | 0.8 | |
| LLY | 301,789.7 | 0.7 | |
| MSFT | 1,918,222.4 | 0.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 36.7 |
| (b) Individuals (high net worth individuals) | 159 | 329.5 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 366.2 |
| By Discretionary | ||
| Discretionary | 732 | 366.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 732 | 366.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 366.0 | |
| Total | 732 | 366.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843169] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Caplan Financial Group LLC
✚
|
MD | 0.4 |
|
Financial Avengers Inc
✚
|
CA | 0.4 |
|
Tigeroak Management LLC
✚
|
NM | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Montgomery Investment Management Inc
✚
|
MD | 0.4 |
|
Garner Asset Management Corporation
✚
|
TX | 0.4 |
|
Access Investment Management LLC
✚
|
GA | 0.4 |