⚲
|
McGowan Group Asset Management Inc
✚
|
|
---|---|
CRD # | 154127 |
SEC # | 801-71582 |
CIK # | 0001633227 |
AUM | $837.5 MM (2024-06-26) |
Employees | 10 (80% Investors, 0% Brokers) |
Phone | 214-720-4400 |
Address | 300 Crescent Court Dallas, TX 75201 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
DSL | 1,236.2 | 47.6 | |
HYT | 1,162.7 | 39.4 | |
NVO | 245,328.6 | 32.6 | |
XOM | 385,508.3 | 29.8 | |
UTF | 2,402.8 | 29.4 | |
ARCC | 8,938.4 | 21.6 | |
UNM | 6,925.7 | 21.0 | |
PAGP | 2,056.9 | 21.0 | |
MRK | 232,371.9 | 20.8 | |
LLY | 301,789.7 | 19.9 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 674 | 570.8 |
(b) Individuals (high net worth individuals) | 22 | 221.7 |
(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 | 5 | 10.4 |
(h) Charitable organizations | 12 | 16.4 |
(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 | 5 | 18.1 |
(n) Other | 0 | 0.0 |
Total | 2,001 | 837.5 |
By Discretionary | ||
Discretionary | 1,878 | 778.8 |
Non-Discretionary | 123 | 58.7 |
Total | 2,001 | 837.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 837.5 | |
Total | 2,001 | 837.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001633227] | |
SC 13G | [0001633227] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
American Financial Advisors LLC
✚
|
GA | 0.9 |
Baseline Wealth Management Ltd
✚
|
0.9 | |
Chemistry Wealth Management LLC
✚
|
NY | 0.8 |
Smith Brothers Financial LLC
✚
|
CT | 0.8 |
Barton Investment Management LLC
✚
|
PA | 0.8 |
Geometric Wealth Advisors LLC
✚
|
DC | 0.8 |
Penn Davis McFarland Inc
✚
|
TX | 0.8 |
Systm Wealth Solutions LLC
✚
|
IL | 0.8 |
JLB & Associates Inc
✚
|
MI | 0.8 |
Cheviot Value Management LLC
✚
|
CA | 0.8 |